+105.1%
OSCR vs AEIS
+6.2%
+98.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -11.1% | +19.7% | +9.4% |
| 7D | +15.5% | -12.7% | +28.1% | +16.4% |
| 30D | +8.5% | -28.8% | +37.4% | +11.2% |
| 3M | +15.8% | -38.0% | +53.8% | +20.1% |
| 6M | +89.5% | -45.3% | +134.8% | +101.9% |
| YTD | +144.9% | +1.1% | +143.7% | +100.4% |
| 1Y | +105.1% | +8.6% | +96.4% | +59.5% |
| All | +105.1% | +6.2% | +98.8% | +59.5% |
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