-6.4%
OSCR vs AVTR
-48.8%
+42.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +1.1% | -2.0% | +3.1% | +1.8% |
| 30D | +16.5% | +8.1% | +8.4% | +13.3% |
| 3M | +17.0% | +54.2% | -37.2% | -1.0% |
| 6M | +145.0% | +82.6% | +62.4% | +94.5% |
| YTD | +126.7% | +29.8% | +96.9% | +100.9% |
| 1Y | +67.2% | +18.0% | +49.2% | +49.9% |
| 3Y | +405.1% | -26.4% | +431.6% | +420.8% |
| 5Y | +86.2% | -64.8% | +151.0% | +163.2% |
| All | -6.4% | -48.8% | +42.4% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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