-6.4%
OSCR vs RUN
-86.5%
+80.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +3.0% |
| 7D | +1.1% | -3.4% | +4.4% | +1.8% |
| 30D | +16.5% | -14.0% | +30.4% | +20.3% |
| 3M | +17.0% | -27.5% | +44.5% | +24.4% |
| 6M | +145.0% | -29.0% | +173.9% | +157.3% |
| YTD | +126.7% | -53.1% | +179.8% | +152.4% |
| 1Y | +67.2% | -46.7% | +114.0% | +76.8% |
| 3Y | +405.1% | -38.3% | +443.4% | +291.7% |
| 5Y | +86.2% | -80.7% | +166.9% | +77.9% |
| All | -6.4% | -86.5% | +80.1% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 all: compounded portfolio wealth divided by compounded RUN 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…
all analysis · Full analysis span regression · 6 months rolling