+105.1%
OSCR vs MSTZ
-63.1%
+168.1%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -9.6% | +18.1% | +7.7% |
| 7D | +15.5% | +0.7% | +14.7% | +15.8% |
| 30D | +8.5% | +16.6% | -8.1% | +11.0% |
| 3M | +15.8% | -74.7% | +90.5% | +4.3% |
| 6M | +89.5% | -43.9% | +133.4% | +94.7% |
| YTD | +144.9% | -84.0% | +228.9% | +134.3% |
| 1Y | +105.1% | -65.1% | +170.2% | +189.3% |
| All | +105.1% | -63.1% | +168.1% | +189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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