+94.8%
OSCR vs QSR
+22.6%
+72.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.2% | -5.9% | -5.7% |
| 7D | +7.8% | +7.6% | +0.2% | +7.7% |
| 30D | +2.6% | +11.8% | -9.2% | +2.9% |
| 3M | +10.2% | +6.4% | +3.8% | +10.5% |
| 6M | +84.9% | -2.1% | +87.0% | +81.4% |
| YTD | +130.9% | +18.3% | +112.6% | +143.4% |
| 1Y | +94.8% | +21.4% | +73.4% | +120.7% |
| All | +94.8% | +22.6% | +72.2% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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