+68.7%
OSCR vs ESI
+34.2%
+34.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +1.6% | -4.6% | +6.3% | +2.5% |
| 30D | +10.7% | -10.5% | +21.2% | +12.9% |
| 3M | +13.4% | -19.8% | +33.2% | +16.2% |
| 6M | +144.6% | +5.8% | +138.7% | +110.3% |
| YTD | +128.0% | +38.3% | +89.7% | +55.0% |
| 1Y | +68.7% | +31.5% | +37.1% | +17.1% |
| All | +68.7% | +34.2% | +34.5% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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