+68.7%
OSCR vs PHM
-12.7%
+81.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.1% |
| 7D | +1.6% | -5.0% | +6.6% | +3.0% |
| 30D | +10.7% | -8.4% | +19.1% | +13.4% |
| 3M | +13.4% | -4.4% | +17.8% | +14.1% |
| 6M | +144.6% | -3.7% | +148.3% | +143.1% |
| YTD | +128.0% | +1.3% | +126.8% | +117.6% |
| 1Y | +68.7% | -14.0% | +82.7% | +92.6% |
| All | +68.7% | -12.7% | +81.4% | +92.6% |
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