+34.6%
OSCR vs ADVB
-35.2%
+69.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +42.7% | -43.2% | +0.8% |
| 7D | -3.7% | +74.2% | -77.9% | -1.7% |
| 30D | -5.5% | -35.9% | +30.4% | -6.7% |
| 3M | +7.9% | -56.4% | +64.3% | +5.0% |
| 6M | +34.6% | -36.7% | +71.3% | +32.4% |
| All | +34.6% | -35.2% | +69.8% | +32.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling