+94.8%
OSCR vs AJG
+16.2%
+78.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.1% | -5.6% | -5.7% |
| 7D | +7.8% | +7.4% | +0.3% | +5.0% |
| 30D | +2.6% | +25.3% | -22.7% | -5.7% |
| 3M | +10.2% | +15.1% | -4.9% | +4.6% |
| 6M | +84.9% | +40.8% | +44.1% | +61.0% |
| YTD | +130.9% | +12.3% | +118.6% | +123.2% |
| 1Y | +94.8% | +17.5% | +77.3% | +83.2% |
| All | +94.8% | +16.2% | +78.6% | +83.2% |
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