+91.5%
OSCR vs GEN
+22.3%
+69.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.2% |
| 7D | +1.6% | -1.3% | +2.9% | +2.1% |
| 30D | +10.7% | +6.1% | +4.5% | +7.5% |
| 3M | +13.4% | +27.0% | -13.6% | +1.4% |
| 6M | +144.6% | +43.9% | +100.7% | +104.2% |
| YTD | +128.0% | +13.0% | +115.1% | +112.1% |
| 1Y | +68.7% | +4.0% | +64.6% | +62.9% |
| 3Y | +398.8% | +66.2% | +332.6% | +277.1% |
| All | +91.5% | +22.3% | +69.3% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling