+105.1%
OSCR vs SUI
+1.6%
+103.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.2% | +3.4% | +6.1% |
| 7D | +15.5% | +10.0% | +5.4% | +10.6% |
| 30D | +8.5% | +8.4% | +0.1% | +4.1% |
| 3M | +15.8% | +0.7% | +15.2% | +14.8% |
| 6M | +89.5% | -0.9% | +90.4% | +87.9% |
| YTD | +144.9% | +0.6% | +144.2% | +138.9% |
| 1Y | +105.1% | +0.8% | +104.3% | +96.9% |
| All | +105.1% | +1.6% | +103.4% | +96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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