+91.5%
OSCR vs BBWI
-67.2%
+158.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | -2.0% |
| 7D | +1.6% | -4.8% | +6.4% | +3.4% |
| 30D | +10.7% | +3.5% | +7.2% | +8.6% |
| 3M | +13.4% | -0.3% | +13.7% | +11.4% |
| 6M | +144.6% | -5.4% | +149.9% | +140.8% |
| YTD | +128.0% | -4.7% | +132.8% | +120.8% |
| 1Y | +68.7% | -30.5% | +99.1% | +84.4% |
| 3Y | +398.8% | -44.3% | +443.1% | +458.9% |
| All | +91.5% | -67.2% | +158.7% | +157.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling