+395.9%
OSCR vs PTC
-10.7%
+406.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +1.1% | -14.2% | +15.3% | +6.4% |
| 30D | +16.5% | -14.4% | +30.9% | +22.4% |
| 3M | +17.0% | -4.7% | +21.7% | +16.3% |
| 6M | +145.0% | -19.3% | +164.3% | +162.3% |
| YTD | +126.7% | -26.1% | +152.8% | +152.3% |
| 1Y | +67.2% | -37.1% | +104.3% | +101.9% |
| All | +395.9% | -10.7% | +406.6% | +288.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling