+162.2%
OSCR vs ACWI
+60.2%
+102.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | +0.4% |
| 7D | -3.7% | +2.7% | -6.4% | -7.9% |
| 30D | -5.5% | -2.6% | -2.9% | -1.3% |
| 3M | +7.9% | -3.2% | +11.0% | +13.5% |
| 6M | +34.6% | +1.9% | +32.7% | +28.4% |
| YTD | +122.3% | +11.3% | +110.9% | +82.6% |
| 1Y | +111.5% | +11.7% | +99.9% | +73.5% |
| 3Y | +349.2% | +74.4% | +274.8% | +59.4% |
| 5Y | +162.2% | +59.5% | +102.8% | +26.3% |
| All | +162.2% | +60.2% | +102.1% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling