+91.5%
OSCR vs SUI
-32.2%
+123.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +1.6% | -4.2% | +5.8% | +4.9% |
| 30D | +10.7% | -3.3% | +13.9% | +13.4% |
| 3M | +13.4% | -8.2% | +21.5% | +20.3% |
| 6M | +144.6% | -14.5% | +159.0% | +173.5% |
| YTD | +128.0% | -5.9% | +134.0% | +135.3% |
| 1Y | +68.7% | -9.7% | +78.4% | +79.7% |
| 3Y | +398.8% | +7.7% | +391.1% | +340.9% |
| All | +91.5% | -32.2% | +123.8% | +180.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling