-5.8%
OSCR vs MUB
+3.4%
-9.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | -0.6% |
| 7D | +1.6% | -0.8% | +2.4% | +3.8% |
| 30D | +10.7% | -2.4% | +13.1% | +17.9% |
| 3M | +13.4% | -2.8% | +16.2% | +22.4% |
| 6M | +144.6% | -2.2% | +146.8% | +160.1% |
| YTD | +128.0% | -1.6% | +129.6% | +138.4% |
| 1Y | +68.7% | 0.0% | +68.6% | +68.8% |
| 3Y | +398.8% | +7.9% | +390.9% | +312.3% |
| 5Y | +87.3% | +1.2% | +86.0% | +100.0% |
| All | -5.8% | +3.4% | -9.2% | -23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling