-5.8%
OSCR vs AU
+515.5%
-521.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +1.6% | -4.3% | +5.9% | +2.2% |
| 30D | +10.7% | +7.3% | +3.4% | +9.2% |
| 3M | +13.4% | +26.3% | -13.0% | +8.8% |
| 6M | +144.6% | +1.8% | +142.8% | +140.6% |
| YTD | +128.0% | +26.8% | +101.2% | +115.2% |
| 1Y | +68.7% | +66.7% | +2.0% | +52.2% |
| 3Y | +398.8% | +579.1% | -180.3% | +236.9% |
| 5Y | +87.3% | +689.3% | -602.1% | +23.8% |
| All | -5.8% | +515.5% | -521.3% | -38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling