+83.9%
PAAS vs OSCR
-11.8%
+95.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.8% | +7.5% | +4.1% |
| 7D | +2.6% | +4.7% | -2.1% | +2.2% |
| 30D | +2.5% | +14.8% | -12.3% | +1.0% |
| 3M | +15.1% | +16.7% | -1.6% | +12.9% |
| 6M | -12.1% | +127.5% | -139.6% | -19.7% |
| YTD | +3.1% | +121.0% | -118.0% | -5.7% |
| 1Y | +50.8% | +58.4% | -7.6% | +40.9% |
| 3Y | +259.5% | +392.4% | -132.9% | +185.0% |
| 5Y | +126.3% | +80.5% | +45.9% | +79.5% |
| All | +83.9% | -11.8% | +95.6% | +67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling