+75.5%
OSCR vs RMD
-14.6%
+90.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +5.8% | -5.0% | +10.8% | +7.8% |
| 30D | +7.1% | +2.2% | +4.9% | +6.0% |
| 3M | +36.7% | +17.8% | +18.8% | +25.3% |
| 6M | +114.3% | -11.3% | +125.6% | +124.4% |
| YTD | +124.4% | -4.4% | +128.8% | +115.2% |
| 1Y | +75.5% | -15.7% | +91.2% | +106.0% |
| All | +75.5% | -14.6% | +90.1% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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