+105.1%
OSCR vs MUB
+0.1%
+105.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.4% | +8.1% | +7.8% |
| 7D | +15.5% | +0.6% | +14.9% | +14.3% |
| 30D | +8.5% | +3.2% | +5.3% | +2.3% |
| 3M | +15.8% | -1.1% | +16.9% | +22.7% |
| 6M | +89.5% | -1.1% | +90.6% | +102.0% |
| YTD | +144.9% | -0.5% | +145.3% | +153.0% |
| 1Y | +105.1% | 0.0% | +105.1% | +109.1% |
| All | +105.1% | +0.1% | +105.0% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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