+75.5%
OSCR vs FGI
+81.8%
-6.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.5% | 0.0% |
| 7D | +5.8% | +0.5% | +5.3% | +5.8% |
| 30D | +7.1% | +65.4% | -58.3% | +6.4% |
| 3M | +36.7% | +23.5% | +13.2% | +35.6% |
| 6M | +114.3% | +60.5% | +53.8% | +112.5% |
| YTD | +124.4% | +30.0% | +94.4% | +122.5% |
| 1Y | +75.5% | +82.1% | -6.6% | +80.1% |
| All | +75.5% | +81.8% | -6.4% | +80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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