-8.7%
OSCR vs GEN
+68.0%
-76.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | +4.7% | -2.9% | +7.6% | +6.0% |
| 30D | +14.8% | +2.1% | +12.7% | +13.5% |
| 3M | +16.7% | +19.7% | -3.0% | +7.5% |
| 6M | +127.5% | +33.3% | +94.2% | +98.4% |
| YTD | +121.0% | +11.1% | +109.9% | +107.7% |
| 1Y | +58.4% | +3.0% | +55.4% | +53.7% |
| 3Y | +392.4% | +57.9% | +334.5% | +288.9% |
| 5Y | +80.5% | +20.6% | +59.9% | +42.1% |
| All | -8.7% | +68.0% | -76.7% | -32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling