+122.6%
OSCR vs ADVB
-72.7%
+195.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -23.6% | +20.8% | -2.7% |
| 7D | +1.3% | +27.8% | -26.5% | +1.3% |
| 30D | -9.5% | -50.8% | +41.3% | -9.4% |
| 3M | +0.9% | -70.5% | +71.4% | +0.9% |
| 6M | +31.5% | -46.7% | +78.2% | +24.2% |
| YTD | +116.1% | -56.7% | +172.8% | +102.0% |
| 1Y | +122.6% | -71.8% | +194.3% | +169.1% |
| All | +122.6% | -72.7% | +195.3% | +169.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling