+75.5%
OSCR vs AS
-21.9%
+97.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.5% | -1.1% |
| 7D | +5.8% | -4.9% | +10.7% | +7.4% |
| 30D | +7.1% | -19.6% | +26.7% | +14.5% |
| 3M | +36.7% | -14.4% | +51.0% | +42.3% |
| 6M | +114.3% | -20.1% | +134.4% | +126.4% |
| YTD | +124.4% | -20.9% | +145.4% | +137.3% |
| 1Y | +75.5% | -21.9% | +97.3% | +85.0% |
| All | +75.5% | -21.9% | +97.4% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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