+68.7%
OSCR vs TROW
+4.9%
+63.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.5% |
| 7D | +1.6% | -3.2% | +4.8% | +4.2% |
| 30D | +10.7% | -4.6% | +15.3% | +14.7% |
| 3M | +13.4% | -0.7% | +14.0% | +11.4% |
| 6M | +144.6% | +22.2% | +122.3% | +96.2% |
| YTD | +128.0% | +6.6% | +121.4% | +103.9% |
| 1Y | +68.7% | +5.8% | +62.8% | +53.8% |
| All | +68.7% | +4.9% | +63.8% | +53.8% |
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