+105.1%
OSCR vs SMTC
+70.8%
+34.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -12.9% | +21.5% | +8.7% |
| 7D | +15.5% | -24.5% | +40.0% | +16.0% |
| 30D | +8.5% | -42.5% | +51.0% | +9.9% |
| 3M | +15.8% | -14.1% | +29.9% | +15.1% |
| 6M | +89.5% | +3.6% | +85.9% | +71.4% |
| YTD | +144.9% | +50.6% | +94.3% | +91.0% |
| 1Y | +105.1% | +72.2% | +32.8% | +38.9% |
| All | +105.1% | +70.8% | +34.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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