+75.5%
OSCR vs NTR
+43.1%
+32.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | -0.1% |
| 7D | +5.8% | +8.1% | -2.3% | +6.4% |
| 30D | +7.1% | +18.8% | -11.6% | +8.6% |
| 3M | +36.7% | +16.2% | +20.4% | +38.5% |
| 6M | +114.3% | +9.8% | +104.5% | +114.0% |
| YTD | +124.4% | +30.9% | +93.6% | +127.4% |
| 1Y | +75.5% | +41.8% | +33.7% | +80.6% |
| All | +75.5% | +43.1% | +32.4% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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