-5.8%
OSCR vs SEI
+603.6%
-609.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | 0.0% |
| 7D | +1.6% | +22.6% | -21.0% | -1.0% |
| 30D | +10.7% | +9.1% | +1.6% | +9.1% |
| 3M | +13.4% | -11.3% | +24.7% | +13.5% |
| 6M | +144.6% | +22.0% | +122.5% | +133.6% |
| YTD | +128.0% | +47.3% | +80.8% | +111.5% |
| 1Y | +68.7% | +124.8% | -56.1% | +47.5% |
| 3Y | +398.8% | +591.3% | -192.5% | +210.5% |
| 5Y | +87.3% | +1,008.2% | -921.0% | -1.4% |
| All | -5.8% | +603.6% | -609.4% | -49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling