+105.1%
OSCR vs PHM
+16.2%
+88.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.2% | +1.4% | +7.4% |
| 7D | +15.5% | +13.6% | +1.9% | +13.2% |
| 30D | +8.5% | +19.3% | -10.7% | +5.7% |
| 3M | +15.8% | +3.5% | +12.3% | +15.7% |
| 6M | +89.5% | +18.6% | +70.9% | +82.7% |
| YTD | +144.9% | +16.7% | +128.2% | +133.5% |
| 1Y | +105.1% | +14.6% | +90.5% | +93.6% |
| All | +105.1% | +16.2% | +88.9% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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