+395.9%
OSCR vs ARWR
+173.6%
+222.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +1.1% | -4.3% | +5.4% | +1.8% |
| 30D | +16.5% | -7.3% | +23.7% | +18.0% |
| 3M | +17.0% | +17.0% | 0.0% | +12.7% |
| 6M | +145.0% | +39.8% | +105.2% | +127.3% |
| YTD | +126.7% | +24.7% | +102.1% | +113.9% |
| 1Y | +67.2% | +186.5% | -119.2% | +35.4% |
| All | +395.9% | +173.6% | +222.3% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 3y: compounded portfolio wealth divided by compounded ARWR 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…
3y analysis · Full analysis span regression · 6 months rolling