+75.5%
OSCR vs RSG
-3.6%
+79.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +5.8% | +0.3% | +5.6% | +5.8% |
| 30D | +7.1% | +7.6% | -0.5% | +7.4% |
| 3M | +36.7% | +7.4% | +29.2% | +36.1% |
| 6M | +114.3% | -3.3% | +117.6% | +112.3% |
| YTD | +124.4% | +6.0% | +118.4% | +123.3% |
| 1Y | +75.5% | -3.7% | +79.1% | +64.1% |
| All | +75.5% | -3.6% | +79.1% | +64.1% |
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