+105.1%
OSCR vs UUUU
-55.1%
+160.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.8% | +9.4% | +8.7% |
| 7D | +15.5% | -14.4% | +29.9% | +17.9% |
| 30D | +8.5% | -33.6% | +42.2% | +14.7% |
| 3M | +15.8% | -44.2% | +60.0% | +25.0% |
| 6M | +89.5% | -66.8% | +156.3% | +121.3% |
| YTD | +144.9% | -50.6% | +195.5% | +140.5% |
| 1Y | +105.1% | -57.8% | +162.9% | +112.9% |
| All | +105.1% | -55.1% | +160.2% | +112.9% |
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