+398.8%
OSCR vs TRU
-1.3%
+400.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | +1.6% | -2.7% | +4.3% | +2.4% |
| 30D | +10.7% | -2.0% | +12.7% | +11.2% |
| 3M | +13.4% | +18.4% | -5.1% | +7.8% |
| 6M | +144.6% | +8.9% | +135.7% | +137.3% |
| YTD | +128.0% | -8.9% | +137.0% | +130.7% |
| 1Y | +68.7% | -15.9% | +84.5% | +73.2% |
| 3Y | +398.8% | -1.1% | +399.9% | +319.9% |
| All | +398.8% | -1.3% | +400.1% | +319.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling