+75.5%
OSCR vs UUUU
+27.9%
+47.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +5.8% | -1.4% | +7.2% | +6.0% |
| 30D | +7.1% | +16.3% | -9.2% | +5.2% |
| 3M | +36.7% | -16.7% | +53.3% | +38.2% |
| 6M | +114.3% | -33.7% | +147.9% | +120.2% |
| YTD | +124.4% | -0.5% | +124.9% | +120.0% |
| 1Y | +75.5% | +28.9% | +46.6% | +84.1% |
| All | +75.5% | +27.9% | +47.5% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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