+410.6%
OSCR vs FGI
-69.1%
+479.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.4% | -6.2% | -3.9% |
| 7D | +4.7% | +14.7% | -10.0% | +4.0% |
| 30D | +14.8% | +67.0% | -52.2% | +8.5% |
| 3M | +16.7% | +31.0% | -14.3% | +11.3% |
| 6M | +127.5% | +126.8% | +0.7% | +101.4% |
| YTD | +121.0% | +35.6% | +85.4% | +102.4% |
| 1Y | +58.4% | +108.9% | -50.5% | +29.8% |
| 3Y | +392.4% | -0.3% | +392.7% | +304.1% |
| All | +410.6% | -69.1% | +479.7% | +375.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling