+398.8%
OSCR vs UUUU
+74.5%
+324.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +1.1% |
| 7D | +1.6% | -10.5% | +12.1% | +2.7% |
| 30D | +10.7% | -10.5% | +21.2% | +11.7% |
| 3M | +13.4% | -14.1% | +27.5% | +14.5% |
| 6M | +144.6% | -35.5% | +180.0% | +152.1% |
| YTD | +128.0% | -10.9% | +139.0% | +125.8% |
| 1Y | +68.7% | +3.4% | +65.3% | +61.5% |
| 3Y | +398.8% | +73.1% | +325.7% | +326.0% |
| All | +398.8% | +74.5% | +324.3% | +326.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling