+91.5%
OSCR vs RMD
-23.0%
+114.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | +1.6% | -4.4% | +6.0% | +3.6% |
| 30D | +10.7% | -3.1% | +13.8% | +12.0% |
| 3M | +13.4% | +13.8% | -0.4% | +5.7% |
| 6M | +144.6% | -8.6% | +153.1% | +151.8% |
| YTD | +128.0% | -8.6% | +136.7% | +133.1% |
| 1Y | +68.7% | -19.7% | +88.3% | +83.7% |
| 3Y | +398.8% | +48.4% | +350.4% | +265.0% |
| All | +91.5% | -23.0% | +114.6% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling