+122.6%
OSCR vs FGI
+17.8%
+104.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -25.2% | +22.4% | -2.4% |
| 7D | +1.3% | -14.4% | +15.7% | +1.5% |
| 30D | -9.5% | -11.8% | +2.2% | -9.4% |
| 3M | +0.9% | -46.2% | +47.1% | +1.5% |
| 6M | +31.5% | +5.2% | +26.3% | +29.5% |
| YTD | +116.1% | +10.5% | +105.5% | +111.4% |
| 1Y | +122.6% | +25.5% | +97.1% | +119.7% |
| All | +122.6% | +17.8% | +104.8% | +119.7% |
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