-77.0%
PATH vs OSCR
+77.8%
-154.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.6% | +7.5% | +1.6% |
| 7D | -5.3% | +0.9% | -6.2% | -5.7% |
| 30D | -0.5% | -6.9% | +6.3% | +0.7% |
| 3M | -7.1% | +15.5% | -22.6% | -10.7% |
| 6M | +23.8% | +54.5% | -30.7% | +10.2% |
| YTD | -20.7% | +113.3% | -134.0% | -35.3% |
| 1Y | -8.1% | +85.1% | -93.1% | -23.7% |
| 3Y | -21.8% | +436.8% | -458.6% | -58.4% |
| All | -77.0% | +77.8% | -154.8% | -87.6% |
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