+418.5%
OSCR vs FGI
-70.4%
+488.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.5% | -0.3% |
| 7D | +5.8% | +0.5% | +5.3% | +5.8% |
| 30D | +7.1% | +65.4% | -58.3% | +1.2% |
| 3M | +36.7% | +23.5% | +13.2% | +30.8% |
| 6M | +114.3% | +60.5% | +53.8% | +94.0% |
| YTD | +124.4% | +30.0% | +94.4% | +106.0% |
| 1Y | +75.5% | +82.1% | -6.6% | +46.1% |
| 3Y | +390.1% | -4.4% | +394.5% | +303.1% |
| All | +418.5% | -70.4% | +488.8% | +383.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling