+75.5%
OSCR vs FFIV
+25.9%
+49.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.2% |
| 7D | +5.8% | -1.0% | +6.8% | +6.1% |
| 30D | +7.1% | -5.1% | +12.2% | +8.4% |
| 3M | +36.7% | -4.5% | +41.1% | +37.6% |
| 6M | +114.3% | +36.5% | +77.8% | +85.0% |
| YTD | +124.4% | +53.0% | +71.5% | +84.6% |
| 1Y | +75.5% | +24.2% | +51.2% | +47.0% |
| All | +75.5% | +25.9% | +49.6% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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