+105.1%
OSCR vs BBWI
+2.4%
+102.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.1% | +4.5% | +7.8% |
| 7D | +15.5% | +8.8% | +6.7% | +13.6% |
| 30D | +8.5% | +34.8% | -26.3% | +2.4% |
| 3M | +15.8% | +12.9% | +2.9% | +12.7% |
| 6M | +89.5% | +29.6% | +59.9% | +77.9% |
| YTD | +144.9% | +20.8% | +124.1% | +132.5% |
| 1Y | +105.1% | +4.1% | +101.0% | +102.8% |
| All | +105.1% | +2.4% | +102.7% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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