+395.9%
OSCR vs FFIV
+147.5%
+248.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.1% |
| 7D | +1.1% | +1.6% | -0.6% | +0.4% |
| 30D | +16.5% | -3.7% | +20.2% | +17.6% |
| 3M | +17.0% | +2.0% | +15.0% | +15.0% |
| 6M | +145.0% | +39.3% | +105.7% | +110.3% |
| YTD | +126.7% | +56.1% | +70.6% | +85.2% |
| 1Y | +67.2% | +22.0% | +45.3% | +49.1% |
| All | +395.9% | +147.5% | +248.4% | +168.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling