+127.5%
OSCR vs FDS
+25.7%
+101.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -2.8% |
| 7D | +4.7% | -8.8% | +13.5% | +7.5% |
| 30D | +14.8% | -1.4% | +16.2% | +15.0% |
| 3M | +16.7% | +13.9% | +2.8% | +11.1% |
| 6M | +127.5% | +27.4% | +100.1% | +104.6% |
| All | +127.5% | +25.7% | +101.8% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 6mo: compounded portfolio wealth divided by compounded FDS 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…
6mo analysis · Full analysis span regression · 6 months rolling