+105.1%
OSCR vs PRU
+27.9%
+77.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.6% | +2.0% | +4.3% |
| 7D | +15.5% | +9.8% | +5.7% | +9.0% |
| 30D | +8.5% | +11.6% | -3.0% | +1.5% |
| 3M | +15.8% | +3.7% | +12.1% | +13.1% |
| 6M | +89.5% | +33.0% | +56.5% | +58.0% |
| YTD | +144.9% | +16.6% | +128.3% | +119.2% |
| 1Y | +105.1% | +26.9% | +78.1% | +89.2% |
| All | +105.1% | +27.9% | +77.2% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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