+75.5%
OSCR vs TRMB
-24.7%
+100.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.1% | +0.5% |
| 7D | +5.8% | -2.5% | +8.4% | +6.9% |
| 30D | +7.1% | +1.5% | +5.6% | +6.4% |
| 3M | +36.7% | +6.8% | +29.9% | +33.1% |
| 6M | +114.3% | -14.9% | +129.2% | +135.7% |
| YTD | +124.4% | -24.1% | +148.5% | +172.7% |
| 1Y | +75.5% | -25.4% | +100.9% | +111.3% |
| All | +75.5% | -24.7% | +100.1% | +111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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