+75.5%
OSCR vs BTG
+38.4%
+37.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.3% |
| 7D | +5.8% | -0.9% | +6.7% | +6.0% |
| 30D | +7.1% | +36.8% | -29.7% | +0.4% |
| 3M | +36.7% | +23.1% | +13.6% | +29.9% |
| 6M | +114.3% | +3.5% | +110.8% | +108.5% |
| YTD | +124.4% | +25.5% | +98.9% | +100.9% |
| 1Y | +75.5% | +40.1% | +35.4% | +53.3% |
| All | +75.5% | +38.4% | +37.1% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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