+68.7%
OSCR vs FGI
+118.1%
-49.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.6% |
| 7D | +1.6% | +12.1% | -10.5% | +1.5% |
| 30D | +10.7% | +75.7% | -65.0% | +9.7% |
| 3M | +13.4% | +31.7% | -18.3% | +12.3% |
| 6M | +144.6% | +111.5% | +33.1% | +141.8% |
| YTD | +128.0% | +45.8% | +82.3% | +125.6% |
| 1Y | +68.7% | +112.5% | -43.9% | +71.7% |
| All | +68.7% | +118.1% | -49.5% | +71.7% |
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