+91.5%
OSCR vs RVTY
-33.1%
+124.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -0.8% |
| 7D | +1.6% | -4.5% | +6.2% | +3.9% |
| 30D | +10.7% | +5.5% | +5.2% | +7.4% |
| 3M | +13.4% | +22.5% | -9.2% | +1.4% |
| 6M | +144.6% | +38.9% | +105.7% | +103.1% |
| YTD | +128.0% | +28.7% | +99.3% | +95.6% |
| 1Y | +68.7% | +45.5% | +23.2% | +35.2% |
| 3Y | +398.8% | +16.4% | +382.4% | +325.7% |
| All | +91.5% | -33.1% | +124.6% | +126.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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