-5.8%
OSCR vs ONTO
+336.3%
-342.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | -0.6% |
| 7D | +1.6% | +4.9% | -3.3% | +0.3% |
| 30D | +10.7% | -16.6% | +27.3% | +15.0% |
| 3M | +13.4% | -7.3% | +20.7% | +11.0% |
| 6M | +144.6% | +45.9% | +98.6% | +103.9% |
| YTD | +128.0% | +78.2% | +49.9% | +77.8% |
| 1Y | +68.7% | +159.8% | -91.2% | +16.1% |
| 3Y | +398.8% | +123.4% | +275.4% | +208.3% |
| 5Y | +87.3% | +265.8% | -178.5% | -9.6% |
| All | -5.8% | +336.3% | -342.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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