-5.8%
OSCR vs TRGP
+897.6%
-903.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +10.7% | +8.0% | +2.6% | +7.2% |
| 3M | +13.4% | +8.3% | +5.1% | +8.6% |
| 6M | +144.6% | +23.9% | +120.6% | +119.5% |
| YTD | +128.0% | +59.6% | +68.4% | +81.5% |
| 1Y | +68.7% | +79.4% | -10.8% | +26.3% |
| 3Y | +398.8% | +269.4% | +129.3% | +133.1% |
| 5Y | +87.3% | +641.6% | -554.4% | -34.1% |
| All | -5.8% | +897.6% | -903.5% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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