+75.5%
OSCR vs SIRI
+28.3%
+47.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.7% | +0.8% |
| 7D | +5.8% | +1.6% | +4.3% | +5.3% |
| 30D | +7.1% | -4.7% | +11.8% | +8.7% |
| 3M | +36.7% | +5.3% | +31.4% | +34.0% |
| 6M | +114.3% | +30.5% | +83.8% | +88.9% |
| YTD | +124.4% | +49.6% | +74.8% | +83.4% |
| 1Y | +75.5% | +28.5% | +47.0% | +60.7% |
| All | +75.5% | +28.3% | +47.1% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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