-8.7%
OSCR vs BN
+80.0%
-88.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -2.4% |
| 7D | +4.7% | -3.0% | +7.7% | +7.1% |
| 30D | +14.8% | -13.0% | +27.8% | +27.1% |
| 3M | +16.7% | -15.2% | +31.9% | +31.4% |
| 6M | +127.5% | -5.9% | +133.4% | +133.7% |
| YTD | +121.0% | -15.8% | +136.8% | +146.2% |
| 1Y | +58.4% | -12.2% | +70.6% | +70.6% |
| 3Y | +392.4% | +72.2% | +320.2% | +186.0% |
| 5Y | +80.5% | +33.2% | +47.3% | +35.3% |
| All | -8.7% | +80.0% | -88.7% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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