+105.1%
OSCR vs FIVE
+63.3%
+41.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.7% | +1.9% | +7.8% |
| 7D | +15.5% | +7.5% | +8.0% | +14.5% |
| 30D | +8.5% | +16.7% | -8.2% | +6.8% |
| 3M | +15.8% | +13.4% | +2.5% | +15.2% |
| 6M | +89.5% | +9.0% | +80.5% | +90.6% |
| YTD | +144.9% | +33.8% | +111.1% | +114.2% |
| 1Y | +105.1% | +61.2% | +43.9% | +41.6% |
| All | +105.1% | +63.3% | +41.8% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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