-6.4%
OSCR vs SUI
-8.1%
+1.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.5% | +3.3% |
| 7D | +1.1% | -4.1% | +5.2% | +4.2% |
| 30D | +16.5% | -3.2% | +19.6% | +19.2% |
| 3M | +17.0% | -8.4% | +25.4% | +24.3% |
| 6M | +145.0% | -14.4% | +159.3% | +173.2% |
| YTD | +126.7% | -5.5% | +132.3% | +133.2% |
| 1Y | +67.2% | -7.3% | +74.6% | +74.4% |
| 3Y | +405.1% | +9.9% | +395.2% | +340.9% |
| 5Y | +86.2% | -31.6% | +117.8% | +159.8% |
| All | -6.4% | -8.1% | +1.7% | +7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling