+120.8%
PAAS vs OSCR
+89.4%
+31.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.6% | -6.8% | -4.5% |
| 7D | -3.7% | +1.1% | -4.8% | -3.8% |
| 30D | -1.9% | +16.5% | -18.3% | -3.4% |
| 3M | +15.1% | +17.0% | -1.9% | +12.9% |
| 6M | -17.1% | +145.0% | -162.1% | -24.7% |
| YTD | -1.3% | +126.7% | -128.0% | -9.8% |
| 1Y | +41.1% | +67.2% | -26.2% | +31.3% |
| 3Y | +244.2% | +405.1% | -160.9% | +173.4% |
| 5Y | +120.8% | +86.2% | +34.6% | +62.7% |
| All | +120.8% | +89.4% | +31.4% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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