+383.4%
OSCR vs FGI
-1.2%
+384.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.4% | -6.2% | -3.8% |
| 7D | +4.7% | +14.7% | -10.0% | +4.3% |
| 30D | +14.8% | +67.0% | -52.2% | +11.2% |
| 3M | +16.7% | +31.0% | -14.3% | +13.6% |
| 6M | +127.5% | +126.8% | +0.7% | +112.7% |
| YTD | +121.0% | +35.6% | +85.4% | +110.5% |
| 1Y | +58.4% | +108.9% | -50.5% | +42.9% |
| All | +383.4% | -1.2% | +384.6% | +332.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling