+62.4%
OSCR vs SOLS
+17.0%
+45.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.6% | -3.5% | +5.1% | +2.0% |
| 30D | +10.7% | -1.0% | +11.6% | +10.7% |
| 3M | +13.4% | -24.1% | +37.4% | +15.9% |
| 6M | +144.6% | -18.0% | +162.5% | +140.9% |
| YTD | +128.0% | +27.1% | +101.0% | +96.9% |
| All | +62.4% | +17.0% | +45.4% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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