+105.1%
OSCR vs SPG
+34.3%
+70.8%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.9% | +5.7% | +7.6% |
| 7D | +15.5% | +8.2% | +7.3% | +12.7% |
| 30D | +8.5% | +13.5% | -4.9% | +4.5% |
| 3M | +15.8% | +2.2% | +13.6% | +15.4% |
| 6M | +89.5% | +15.9% | +73.6% | +81.4% |
| YTD | +144.9% | +27.6% | +117.3% | +133.1% |
| 1Y | +105.1% | +30.9% | +74.1% | +92.2% |
| All | +105.1% | +34.3% | +70.8% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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