+105.1%
OSCR vs AU
+42.5%
+62.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.0% | +0.6% | +7.4% |
| 7D | +15.5% | +0.8% | +14.7% | +15.2% |
| 30D | +8.5% | -7.0% | +15.5% | +9.3% |
| 3M | +15.8% | +8.5% | +7.3% | +13.2% |
| 6M | +89.5% | -1.3% | +90.8% | +85.8% |
| YTD | +144.9% | +6.8% | +138.1% | +123.8% |
| 1Y | +105.1% | +44.6% | +60.5% | +59.5% |
| All | +105.1% | +42.5% | +62.6% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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