+105.1%
OSCR vs BNS
+52.0%
+53.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.0% | +5.6% | +6.9% |
| 7D | +15.5% | +2.0% | +13.5% | +14.2% |
| 30D | +8.5% | +7.8% | +0.8% | +4.1% |
| 3M | +15.8% | +11.7% | +4.2% | +8.5% |
| 6M | +89.5% | +28.2% | +61.3% | +56.7% |
| YTD | +144.9% | +34.8% | +110.1% | +88.7% |
| 1Y | +105.1% | +51.1% | +54.0% | +33.2% |
| All | +105.1% | +52.0% | +53.1% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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