+75.5%
OSCR vs AEIS
+93.3%
-17.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.3% |
| 7D | +5.8% | +3.0% | +2.9% | +5.4% |
| 30D | +7.1% | -14.6% | +21.8% | +9.2% |
| 3M | +36.7% | -12.4% | +49.1% | +35.1% |
| 6M | +114.3% | -15.0% | +129.2% | +108.4% |
| YTD | +124.4% | +34.3% | +90.1% | +78.3% |
| 1Y | +75.5% | +87.4% | -11.9% | +18.0% |
| All | +75.5% | +93.3% | -17.9% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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