-8.7%
OSCR vs DAR
-0.7%
-8.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.0% |
| 7D | +4.7% | -0.2% | +4.9% | +4.7% |
| 30D | +14.8% | +7.4% | +7.3% | +11.9% |
| 3M | +16.7% | +15.7% | +1.0% | +10.1% |
| 6M | +127.5% | +30.0% | +97.5% | +104.2% |
| YTD | +121.0% | +87.5% | +33.5% | +73.3% |
| 1Y | +58.4% | +113.4% | -55.0% | +17.5% |
| 3Y | +392.4% | +15.3% | +377.1% | +350.8% |
| 5Y | +80.5% | -4.3% | +84.8% | +84.0% |
| All | -8.7% | -0.7% | -8.0% | -9.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling