+91.5%
OSCR vs ED
+67.9%
+23.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | +1.6% | -0.8% | +2.4% | +1.8% |
| 30D | +10.7% | -0.4% | +11.1% | +10.8% |
| 3M | +13.4% | +0.5% | +12.9% | +13.1% |
| 6M | +144.6% | -3.1% | +147.7% | +145.5% |
| YTD | +128.0% | +9.8% | +118.2% | +120.9% |
| 1Y | +68.7% | +12.6% | +56.1% | +61.9% |
| 3Y | +398.8% | +31.4% | +367.4% | +349.0% |
| All | +91.5% | +67.9% | +23.6% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 5y: compounded portfolio wealth divided by compounded ED 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…
5y analysis · Full analysis span regression · 6 months rolling