+91.5%
OSCR vs TECH
-43.3%
+134.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +1.6% | -0.4% | +2.0% | +1.8% |
| 30D | +10.7% | 0.0% | +10.7% | +10.7% |
| 3M | +13.4% | +33.7% | -20.3% | -1.2% |
| 6M | +144.6% | +34.9% | +109.7% | +106.0% |
| YTD | +128.0% | +23.2% | +104.9% | +99.0% |
| 1Y | +68.7% | +36.3% | +32.4% | +38.4% |
| 3Y | +398.8% | +2.3% | +396.5% | +345.8% |
| All | +91.5% | -43.3% | +134.8% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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