+58.4%
OSCR vs MLM
-18.7%
+77.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -2.0% | -3.4% |
| 7D | +4.7% | -2.7% | +7.4% | +5.3% |
| 30D | +14.8% | -8.3% | +23.1% | +16.9% |
| 3M | +16.7% | -12.0% | +28.6% | +19.2% |
| 6M | +127.5% | -17.6% | +145.1% | +138.7% |
| YTD | +121.0% | -18.9% | +139.9% | +120.7% |
| 1Y | +58.4% | -17.6% | +76.1% | +54.1% |
| All | +58.4% | -18.7% | +77.1% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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