+75.5%
OSCR vs TROW
+0.2%
+75.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.8% |
| 7D | +5.8% | -1.3% | +7.2% | +6.9% |
| 30D | +7.1% | -4.5% | +11.6% | +10.8% |
| 3M | +36.7% | +3.9% | +32.8% | +29.9% |
| 6M | +114.3% | +22.6% | +91.7% | +74.8% |
| YTD | +124.4% | +10.1% | +114.3% | +97.9% |
| 1Y | +75.5% | +3.6% | +71.9% | +52.8% |
| All | +75.5% | +0.2% | +75.3% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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