-8.7%
OSCR vs BUD
+42.5%
-51.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.2% | -1.6% | -2.8% |
| 7D | +4.7% | -1.3% | +6.0% | +5.4% |
| 30D | +14.8% | -6.1% | +20.9% | +18.0% |
| 3M | +16.7% | -3.8% | +20.4% | +18.4% |
| 6M | +127.5% | +8.2% | +119.3% | +117.9% |
| YTD | +121.0% | +23.6% | +97.4% | +97.5% |
| 1Y | +58.4% | +33.4% | +25.0% | +35.6% |
| 3Y | +392.4% | +45.3% | +347.1% | +292.6% |
| 5Y | +80.5% | +44.3% | +36.2% | +39.8% |
| All | -8.7% | +42.5% | -51.3% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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