-6.4%
OSCR vs UUUU
+109.7%
-116.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.3% | +8.9% | +4.0% |
| 7D | +1.1% | -5.0% | +6.1% | +2.1% |
| 30D | +16.5% | -7.8% | +24.3% | +18.1% |
| 3M | +17.0% | -0.4% | +17.4% | +15.6% |
| 6M | +145.0% | -32.9% | +177.9% | +158.8% |
| YTD | +126.7% | -6.3% | +133.0% | +115.3% |
| 1Y | +67.2% | +7.9% | +59.3% | +45.9% |
| 3Y | +405.1% | +85.2% | +319.9% | +235.9% |
| 5Y | +86.2% | +97.0% | -10.8% | +12.3% |
| All | -6.4% | +109.7% | -116.1% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling