+91.5%
OSCR vs TRMB
-39.0%
+130.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.9% | -0.3% |
| 7D | +1.6% | -3.0% | +4.7% | +3.6% |
| 30D | +10.7% | +2.3% | +8.3% | +8.9% |
| 3M | +13.4% | +15.3% | -2.0% | +2.4% |
| 6M | +144.6% | -14.7% | +159.3% | +165.8% |
| YTD | +128.0% | -26.4% | +154.5% | +173.4% |
| 1Y | +68.7% | -30.4% | +99.1% | +110.1% |
| 3Y | +398.8% | +13.5% | +385.3% | +290.0% |
| All | +91.5% | -39.0% | +130.5% | +147.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling