+91.5%
OSCR vs AGI
+400.3%
-308.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | +1.6% | -2.7% | +4.3% | +2.3% |
| 30D | +10.7% | +7.2% | +3.4% | +8.2% |
| 3M | +13.4% | +4.3% | +9.1% | +10.8% |
| 6M | +144.6% | -27.1% | +171.6% | +162.9% |
| YTD | +128.0% | -6.6% | +134.6% | +122.9% |
| 1Y | +68.7% | +9.5% | +59.1% | +55.1% |
| 3Y | +398.8% | +208.4% | +190.3% | +204.3% |
| All | +91.5% | +400.3% | -308.8% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling