+398.8%
OSCR vs BEN
+51.0%
+347.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.6% | -3.1% | +4.7% | +3.4% |
| 30D | +10.7% | +0.2% | +10.5% | +10.5% |
| 3M | +13.4% | +6.8% | +6.5% | +9.2% |
| 6M | +144.6% | +38.1% | +106.4% | +106.0% |
| YTD | +128.0% | +44.3% | +83.7% | +87.4% |
| 1Y | +68.7% | +42.6% | +26.1% | +39.1% |
| 3Y | +398.8% | +52.3% | +346.5% | +256.9% |
| All | +398.8% | +51.0% | +347.8% | +256.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling