+411.8%
OSCR vs MLM
+19.3%
+392.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.5% |
| 7D | +10.7% | +1.4% | +9.3% | +10.1% |
| 30D | +18.3% | -6.5% | +24.8% | +21.1% |
| 3M | +20.5% | -7.4% | +28.0% | +22.9% |
| 6M | +138.5% | -15.8% | +154.3% | +152.1% |
| YTD | +129.7% | -17.4% | +147.1% | +141.9% |
| 1Y | +62.8% | -17.9% | +80.7% | +71.7% |
| 3Y | +411.8% | +18.9% | +392.9% | +341.1% |
| All | +411.8% | +19.3% | +392.5% | +341.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling