+122.6%
OSCR vs DOC
+21.6%
+101.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | +1.3% | -0.9% | +2.2% | +1.7% |
| 30D | -9.5% | +7.7% | -17.3% | -12.5% |
| 3M | +0.9% | -2.0% | +2.9% | +1.9% |
| 6M | +31.5% | +5.9% | +25.6% | +29.5% |
| YTD | +116.1% | +31.8% | +84.2% | +93.3% |
| 1Y | +122.6% | +22.5% | +100.0% | +109.1% |
| All | +122.6% | +21.6% | +101.0% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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