+105.1%
OSCR vs PTC
+0.1%
+105.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.6% | +8.0% | +8.5% |
| 7D | +15.5% | +0.1% | +15.3% | +15.4% |
| 30D | +8.5% | +1.5% | +7.0% | +8.3% |
| 3M | +15.8% | +37.8% | -21.9% | +10.4% |
| 6M | +89.5% | +41.2% | +48.3% | +78.2% |
| YTD | +144.9% | +12.0% | +132.8% | +138.4% |
| 1Y | +105.1% | +1.6% | +103.4% | +103.4% |
| All | +105.1% | +0.1% | +105.0% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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