+75.5%
OSCR vs AJG
-12.9%
+88.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.6% |
| 7D | +5.8% | -1.8% | +7.7% | +6.6% |
| 30D | +7.1% | +4.6% | +2.5% | +5.4% |
| 3M | +36.7% | +24.9% | +11.7% | +25.9% |
| 6M | +114.3% | +17.2% | +97.1% | +99.8% |
| YTD | +124.4% | +2.2% | +122.3% | +119.4% |
| 1Y | +75.5% | -11.5% | +87.0% | +79.5% |
| All | +75.5% | -12.9% | +88.4% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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