+75.5%
OSCR vs URA
+17.2%
+58.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +5.8% | +1.1% | +4.8% | +5.6% |
| 30D | +7.1% | +7.4% | -0.3% | +5.2% |
| 3M | +36.7% | -8.4% | +45.0% | +38.6% |
| 6M | +114.3% | -12.7% | +127.0% | +116.8% |
| YTD | +124.4% | +7.8% | +116.6% | +111.3% |
| 1Y | +75.5% | +19.5% | +56.0% | +68.1% |
| All | +75.5% | +17.2% | +58.2% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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