-5.8%
OSCR vs TRU
-8.7%
+2.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.1% |
| 7D | +1.6% | -2.7% | +4.3% | +2.9% |
| 30D | +10.7% | -2.0% | +12.7% | +11.5% |
| 3M | +13.4% | +18.4% | -5.1% | +4.0% |
| 6M | +144.6% | +8.9% | +135.7% | +132.3% |
| YTD | +128.0% | -8.9% | +137.0% | +133.0% |
| 1Y | +68.7% | -15.9% | +84.5% | +77.3% |
| 3Y | +398.8% | -1.1% | +399.9% | +334.1% |
| 5Y | +87.3% | -35.2% | +122.4% | +103.4% |
| All | -5.8% | -8.7% | +2.9% | -1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling