+105.1%
OSCR vs SEI
+18.6%
+86.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -16.9% | +25.5% | +9.4% |
| 7D | +15.5% | -16.4% | +31.9% | +16.2% |
| 30D | +8.5% | -22.9% | +31.4% | +9.6% |
| 3M | +15.8% | -0.3% | +16.1% | +13.7% |
| 6M | +89.5% | -22.3% | +111.8% | +88.3% |
| YTD | +144.9% | +26.2% | +118.7% | +116.7% |
| 1Y | +105.1% | +8.2% | +96.9% | +85.7% |
| All | +105.1% | +18.6% | +86.5% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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