+398.8%
OSCR vs WING
-25.6%
+424.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.0% | -5.4% | -0.4% |
| 7D | +1.6% | +7.2% | -5.6% | +0.4% |
| 30D | +10.7% | +4.8% | +5.9% | +9.8% |
| 3M | +13.4% | -23.7% | +37.0% | +17.6% |
| 6M | +144.6% | -43.6% | +188.1% | +165.2% |
| YTD | +128.0% | -50.6% | +178.6% | +150.9% |
| 1Y | +68.7% | -57.0% | +125.7% | +89.1% |
| 3Y | +398.8% | -28.3% | +427.1% | +355.5% |
| All | +398.8% | -25.6% | +424.3% | +355.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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