+75.5%
OSCR vs GEN
+5.4%
+70.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.6% |
| 7D | +5.8% | -1.2% | +7.0% | +6.2% |
| 30D | +7.1% | +10.1% | -3.0% | +3.9% |
| 3M | +36.7% | +16.1% | +20.6% | +30.0% |
| 6M | +114.3% | +38.9% | +75.4% | +88.0% |
| YTD | +124.4% | +14.4% | +110.0% | +106.0% |
| 1Y | +75.5% | +5.9% | +69.6% | +87.3% |
| All | +75.5% | +5.4% | +70.0% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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