+75.5%
OSCR vs SIMO
+226.2%
-150.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.7% | -8.7% | +0.1% |
| 7D | +5.8% | +4.2% | +1.6% | +5.9% |
| 30D | +7.1% | +4.1% | +3.0% | +7.2% |
| 3M | +36.7% | -12.9% | +49.5% | +35.9% |
| 6M | +114.3% | +110.3% | +3.9% | +86.7% |
| YTD | +124.4% | +178.6% | -54.1% | +76.8% |
| 1Y | +75.5% | +220.0% | -144.5% | +17.1% |
| All | +75.5% | +226.2% | -150.8% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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