-8.7%
OSCR vs MUB
+3.7%
-12.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -2.4% |
| 7D | +4.7% | -0.7% | +5.4% | +6.7% |
| 30D | +14.8% | -2.0% | +16.7% | +21.0% |
| 3M | +16.7% | -2.5% | +19.2% | +25.1% |
| 6M | +127.5% | -2.3% | +129.8% | +142.9% |
| YTD | +121.0% | -1.3% | +122.3% | +129.4% |
| 1Y | +58.4% | +1.1% | +57.3% | +54.2% |
| 3Y | +392.4% | +8.2% | +384.2% | +304.2% |
| 5Y | +80.5% | +1.5% | +79.0% | +92.2% |
| All | -8.7% | +3.7% | -12.4% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling