+137.3%
OSCR vs SUNB
+5.8%
+131.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -5.7% | 0.0% | -4.9% |
| 7D | +7.8% | -9.7% | +17.5% | +9.3% |
| 30D | +2.6% | -3.1% | +5.7% | +2.9% |
| 3M | +10.2% | -4.3% | +14.5% | +11.3% |
| 6M | +84.9% | +3.1% | +81.9% | +81.2% |
| All | +137.3% | +5.8% | +131.5% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 1y: compounded portfolio wealth divided by compounded SUNB 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…
1y analysis · Full analysis span regression · 6 months rolling