+142.0%
OSCR vs PLTD
-77.3%
+219.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | 0.0% | +2.7% |
| 7D | +10.7% | +4.5% | +6.1% | +11.4% |
| 30D | +18.3% | -0.7% | +19.1% | +18.4% |
| 3M | +20.5% | -31.0% | +51.6% | +16.2% |
| 6M | +138.5% | -24.8% | +163.3% | +134.6% |
| YTD | +129.7% | -18.6% | +148.3% | +129.0% |
| 1Y | +62.8% | -31.8% | +94.6% | +58.9% |
| All | +142.0% | -77.3% | +219.3% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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