+105.1%
OSCR vs RSG
+19.1%
+85.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.0% | +7.5% | +8.5% |
| 7D | +15.5% | +5.1% | +10.3% | +14.7% |
| 30D | +8.5% | +15.3% | -6.8% | +6.5% |
| 3M | +15.8% | +18.2% | -2.3% | +14.1% |
| 6M | +89.5% | +19.2% | +70.3% | +85.2% |
| YTD | +144.9% | +16.8% | +128.1% | +137.4% |
| 1Y | +105.1% | +19.2% | +85.9% | +100.6% |
| All | +105.1% | +19.1% | +85.9% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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