+94.8%
OSCR vs TRU
+4.5%
+90.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.9% | -6.7% | -6.0% |
| 7D | +7.8% | +9.8% | -2.1% | +4.8% |
| 30D | +2.6% | +30.7% | -28.1% | -5.8% |
| 3M | +10.2% | +3.8% | +6.4% | +9.3% |
| 6M | +84.9% | +21.9% | +63.1% | +72.9% |
| YTD | +130.9% | -2.8% | +133.7% | +125.0% |
| 1Y | +94.8% | +4.8% | +90.0% | +90.5% |
| All | +94.8% | +4.5% | +90.4% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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