+75.5%
OSCR vs WU
-8.3%
+83.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +5.8% | -0.8% | +6.7% | +5.9% |
| 30D | +7.1% | -1.1% | +8.2% | +7.2% |
| 3M | +36.7% | -3.9% | +40.5% | +37.1% |
| 6M | +114.3% | -20.7% | +134.9% | +119.6% |
| YTD | +124.4% | -18.4% | +142.8% | +126.8% |
| 1Y | +75.5% | -8.1% | +83.5% | +74.4% |
| All | +75.5% | -8.3% | +83.7% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling