+75.5%
OSCR vs AMRZ
-14.5%
+89.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | +5.8% | -1.9% | +7.7% | +6.2% |
| 30D | +7.1% | -16.9% | +24.0% | +10.6% |
| 3M | +36.7% | -19.2% | +55.8% | +41.6% |
| 6M | +114.3% | -29.3% | +143.6% | +133.3% |
| YTD | +124.4% | -18.0% | +142.4% | +127.7% |
| 1Y | +75.5% | -15.1% | +90.5% | +68.0% |
| All | +75.5% | -14.5% | +89.9% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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