+105.1%
OSCR vs AGI
-1.1%
+106.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +10.8% | -2.2% | +6.7% |
| 7D | +15.5% | -5.3% | +20.7% | +16.1% |
| 30D | +8.5% | -7.1% | +15.7% | +9.4% |
| 3M | +15.8% | +4.4% | +11.4% | +13.9% |
| 6M | +89.5% | -23.0% | +112.5% | +96.1% |
| YTD | +144.9% | -22.0% | +166.9% | +132.6% |
| 1Y | +105.1% | +0.3% | +104.8% | +46.9% |
| All | +105.1% | -1.1% | +106.2% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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