+91.5%
OSCR vs WAT
-3.5%
+95.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.1% |
| 7D | +1.6% | -0.3% | +1.9% | +1.7% |
| 30D | +10.7% | -1.9% | +12.5% | +11.4% |
| 3M | +13.4% | +13.5% | -0.2% | +7.2% |
| 6M | +144.6% | +37.2% | +107.3% | +110.3% |
| YTD | +128.0% | +7.5% | +120.5% | +116.5% |
| 1Y | +68.7% | +35.0% | +33.6% | +42.7% |
| 3Y | +398.8% | +55.1% | +343.7% | +260.0% |
| All | +91.5% | -3.5% | +95.0% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 5y: compounded portfolio wealth divided by compounded WAT 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…
5y analysis · Full analysis span regression · 6 months rolling