+80.5%
OSCR vs PRU
+43.7%
+36.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -2.8% |
| 7D | +4.7% | -1.9% | +6.6% | +6.1% |
| 30D | +14.8% | -2.6% | +17.4% | +16.8% |
| 3M | +16.7% | +14.7% | +2.0% | +6.5% |
| 6M | +127.5% | +25.7% | +101.8% | +95.1% |
| YTD | +121.0% | +8.3% | +112.8% | +109.1% |
| 1Y | +58.4% | +17.3% | +41.1% | +41.9% |
| 3Y | +392.4% | +43.2% | +349.2% | +266.3% |
| 5Y | +80.5% | +43.5% | +36.9% | +39.2% |
| All | +80.5% | +43.7% | +36.7% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling