+413.5%
OSCR vs FGI
-66.3%
+479.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -0.8% |
| 7D | -3.7% | +13.5% | -17.2% | -4.3% |
| 30D | -5.5% | +17.1% | -22.6% | -6.3% |
| 3M | +7.9% | +78.0% | -70.1% | +1.4% |
| 6M | +34.6% | +46.4% | -11.8% | +27.0% |
| YTD | +122.3% | +47.7% | +74.5% | +102.2% |
| 1Y | +111.5% | +56.8% | +54.7% | +88.1% |
| 3Y | +349.2% | +12.3% | +337.0% | +265.0% |
| All | +413.5% | -66.3% | +479.8% | +374.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling