+68.7%
OSCR vs AEIS
+81.9%
-13.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.4% | -0.1% |
| 7D | +1.6% | +2.3% | -0.6% | +1.3% |
| 30D | +10.7% | -14.8% | +25.5% | +12.8% |
| 3M | +13.4% | -15.6% | +28.9% | +13.8% |
| 6M | +144.6% | -8.7% | +153.3% | +132.5% |
| YTD | +128.0% | +37.3% | +90.7% | +81.0% |
| 1Y | +68.7% | +80.3% | -11.7% | +24.1% |
| All | +68.7% | +81.9% | -13.3% | +24.1% |
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