+105.1%
OSCR vs TRI
-22.4%
+127.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.4% | +2.2% | +7.4% |
| 7D | +15.5% | +1.0% | +14.5% | +14.9% |
| 30D | +8.5% | +20.8% | -12.2% | +4.2% |
| 3M | +15.8% | +8.1% | +7.7% | +13.3% |
| 6M | +89.5% | +24.2% | +65.3% | +75.6% |
| YTD | +144.9% | -7.8% | +152.7% | +136.0% |
| 1Y | +105.1% | -16.7% | +121.7% | +104.2% |
| All | +105.1% | -22.4% | +127.5% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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