+105.1%
OSCR vs RGEN
+19.5%
+85.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | 0.0% | +8.6% | +8.6% |
| 7D | +15.5% | -3.5% | +19.0% | +16.4% |
| 30D | +8.5% | -6.0% | +14.5% | +10.0% |
| 3M | +15.8% | +19.0% | -3.1% | +9.0% |
| 6M | +89.5% | +50.7% | +38.8% | +63.6% |
| YTD | +144.9% | +8.8% | +136.1% | +138.8% |
| 1Y | +105.1% | +21.3% | +83.8% | +81.9% |
| All | +105.1% | +19.5% | +85.5% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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