+75.5%
OSCR vs EME
+19.7%
+55.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | +5.8% | +1.9% | +4.0% | +5.5% |
| 30D | +7.1% | -8.3% | +15.4% | +8.7% |
| 3M | +36.7% | -10.7% | +47.4% | +38.9% |
| 6M | +114.3% | +1.9% | +112.4% | +105.9% |
| YTD | +124.4% | +23.5% | +101.0% | +99.1% |
| 1Y | +75.5% | +18.0% | +57.5% | +62.4% |
| All | +75.5% | +19.7% | +55.8% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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