+75.5%
OSCR vs WY
-4.5%
+80.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +5.8% | -1.7% | +7.6% | +6.2% |
| 30D | +7.1% | -10.1% | +17.2% | +9.0% |
| 3M | +36.7% | -5.1% | +41.8% | +37.9% |
| 6M | +114.3% | -4.8% | +119.1% | +116.3% |
| YTD | +124.4% | -0.2% | +124.7% | +119.9% |
| 1Y | +75.5% | -6.6% | +82.1% | +90.9% |
| All | +75.5% | -4.5% | +80.0% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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