+91.5%
OSCR vs MOH
-19.7%
+111.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | -0.4% |
| 7D | +1.6% | +1.7% | -0.1% | +0.7% |
| 30D | +10.7% | -0.9% | +11.6% | +11.2% |
| 3M | +13.4% | +5.7% | +7.6% | +9.6% |
| 6M | +144.6% | +39.1% | +105.4% | +104.1% |
| YTD | +128.0% | +17.7% | +110.4% | +100.4% |
| 1Y | +68.7% | +8.4% | +60.3% | +53.9% |
| 3Y | +398.8% | -36.6% | +435.3% | +487.2% |
| All | +91.5% | -19.7% | +111.2% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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