+398.8%
OSCR vs DAR
+5.7%
+393.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.9% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | +10.7% | +2.6% | +8.0% | +10.0% |
| 3M | +13.4% | +14.2% | -0.9% | +10.2% |
| 6M | +144.6% | +17.2% | +127.4% | +135.2% |
| YTD | +128.0% | +80.9% | +47.2% | +99.4% |
| 1Y | +68.7% | +104.0% | -35.3% | +43.5% |
| 3Y | +398.8% | +3.6% | +395.2% | +365.7% |
| All | +398.8% | +5.7% | +393.1% | +365.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling