+128.2%
OSCR vs PLTU
+133.3%
-5.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | +1.6% | -8.1% | +9.8% | +2.2% |
| 30D | +10.7% | -7.0% | +17.7% | +10.9% |
| 3M | +13.4% | +40.0% | -26.7% | +8.8% |
| 6M | +144.6% | -6.0% | +150.5% | +139.4% |
| YTD | +128.0% | -37.1% | +165.1% | +127.5% |
| 1Y | +68.7% | -33.1% | +101.8% | +65.5% |
| All | +128.2% | +133.3% | -5.1% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling