+383.4%
OSCR vs SUI
+10.9%
+372.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.1% |
| 7D | +4.7% | -4.3% | +9.0% | +7.1% |
| 30D | +14.8% | -2.1% | +16.9% | +16.1% |
| 3M | +16.7% | -6.1% | +22.8% | +20.3% |
| 6M | +127.5% | -12.8% | +140.3% | +143.8% |
| YTD | +121.0% | -4.6% | +125.6% | +124.7% |
| 1Y | +58.4% | -7.7% | +66.1% | +64.2% |
| All | +383.4% | +10.9% | +372.5% | +339.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling