+395.9%
OSCR vs PRU
+43.3%
+352.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.2% |
| 7D | +1.1% | -3.8% | +4.9% | +3.2% |
| 30D | +16.5% | -2.0% | +18.5% | +17.8% |
| 3M | +17.0% | +14.0% | +3.0% | +8.8% |
| 6M | +145.0% | +27.2% | +117.7% | +114.2% |
| YTD | +126.7% | +9.1% | +117.6% | +115.4% |
| 1Y | +67.2% | +18.1% | +49.2% | +52.2% |
| All | +395.9% | +43.3% | +352.6% | +300.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling