+91.5%
OSCR vs PTC
+4.1%
+87.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.3% |
| 7D | +1.6% | -7.3% | +8.9% | +5.8% |
| 30D | +10.7% | -11.6% | +22.3% | +17.7% |
| 3M | +13.4% | +10.5% | +2.9% | +3.9% |
| 6M | +144.6% | -17.8% | +162.4% | +166.5% |
| YTD | +128.0% | -24.9% | +153.0% | +161.9% |
| 1Y | +68.7% | -36.8% | +105.5% | +117.7% |
| 3Y | +398.8% | -8.7% | +407.5% | +354.2% |
| All | +91.5% | +4.1% | +87.4% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling