-7.3%
OSCR vs SUI
-4.5%
-2.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.3% |
| 7D | +5.8% | -2.8% | +8.7% | +8.1% |
| 30D | +7.1% | -1.2% | +8.3% | +8.1% |
| 3M | +36.7% | -1.7% | +38.4% | +37.6% |
| 6M | +114.3% | -10.5% | +124.8% | +131.2% |
| YTD | +124.4% | -1.8% | +126.3% | +124.4% |
| 1Y | +75.5% | -4.1% | +79.5% | +78.5% |
| 3Y | +390.1% | +11.3% | +378.9% | +326.3% |
| 5Y | +77.1% | -32.1% | +109.2% | +147.8% |
| All | -7.3% | -4.5% | -2.8% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling