+67.2%
OSCR vs ADVB
+2.9%
+64.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.1% | -1.5% | +2.6% |
| 7D | +1.1% | -5.9% | +6.9% | +1.0% |
| 30D | +16.5% | +13.9% | +2.6% | +16.6% |
| 3M | +17.0% | +127.3% | -110.3% | +12.7% |
| 6M | +145.0% | +77.0% | +68.0% | +131.8% |
| YTD | +126.7% | +51.5% | +75.2% | +116.2% |
| 1Y | +67.2% | -11.3% | +78.6% | +62.1% |
| All | +67.2% | +2.9% | +64.3% | +62.1% |
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