+91.5%
OSCR vs RGEN
-44.2%
+135.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +1.6% | -1.4% | +3.1% | +2.1% |
| 30D | +10.7% | -0.3% | +11.0% | +10.5% |
| 3M | +13.4% | +23.9% | -10.5% | +4.8% |
| 6M | +144.6% | +38.5% | +106.0% | +116.1% |
| YTD | +128.0% | +0.8% | +127.2% | +123.0% |
| 1Y | +68.7% | +38.2% | +30.4% | +48.1% |
| 3Y | +398.8% | +1.3% | +397.5% | +343.7% |
| All | +91.5% | -44.2% | +135.7% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling