-10.8%
OSCR vs SUI
-4.3%
-6.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.5% |
| 7D | +1.3% | -1.5% | +2.8% | +2.4% |
| 30D | -9.5% | +3.7% | -13.3% | -12.3% |
| 3M | +0.9% | -0.4% | +1.3% | +0.8% |
| 6M | +31.5% | -2.8% | +34.2% | +32.9% |
| YTD | +116.1% | -1.6% | +117.7% | +115.0% |
| 1Y | +122.6% | -2.1% | +124.6% | +122.2% |
| 3Y | +356.6% | +18.5% | +338.1% | +275.6% |
| 5Y | +154.9% | -26.5% | +181.4% | +237.9% |
| All | -10.8% | -4.3% | -6.5% | -1.0% |
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