+398.8%
OSCR vs ET
+96.2%
+302.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.0% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | +10.7% | +2.9% | +7.8% | +9.0% |
| 3M | +13.4% | +16.8% | -3.4% | +4.3% |
| 6M | +144.6% | +18.9% | +125.7% | +120.9% |
| YTD | +128.0% | +37.7% | +90.3% | +87.9% |
| 1Y | +68.7% | +32.4% | +36.2% | +42.1% |
| 3Y | +398.8% | +99.5% | +299.3% | +192.8% |
| All | +398.8% | +96.2% | +302.6% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 3y: compounded portfolio wealth divided by compounded ET 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…
3y analysis · Full analysis span regression · 6 months rolling