-5.8%
OSCR vs DAR
-4.2%
-1.6%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.2% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | +10.7% | +2.6% | +8.0% | +9.4% |
| 3M | +13.4% | +14.2% | -0.9% | +7.4% |
| 6M | +144.6% | +17.2% | +127.4% | +127.7% |
| YTD | +128.0% | +80.9% | +47.2% | +80.9% |
| 1Y | +68.7% | +104.0% | -35.3% | +27.0% |
| 3Y | +398.8% | +3.6% | +395.2% | +379.1% |
| 5Y | +87.3% | -7.8% | +95.0% | +93.2% |
| All | -5.8% | -4.2% | -1.6% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling