-6.4%
OSCR vs WING
-12.8%
+6.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | +1.1% | +0.2% | +0.8% | +1.0% |
| 30D | +16.5% | -0.5% | +16.9% | +16.5% |
| 3M | +17.0% | -23.9% | +40.9% | +24.9% |
| 6M | +145.0% | -48.9% | +193.8% | +190.3% |
| YTD | +126.7% | -53.3% | +180.1% | +171.8% |
| 1Y | +67.2% | -60.3% | +127.6% | +108.4% |
| 3Y | +405.1% | -30.1% | +435.2% | +342.0% |
| 5Y | +86.2% | -36.2% | +122.4% | +44.6% |
| All | -6.4% | -12.8% | +6.4% | -37.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling