+23.8%
PATH vs OSCR
+66.2%
-42.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.6% | +7.5% | +1.3% |
| 7D | -5.3% | +0.9% | -6.2% | -5.5% |
| 30D | -0.5% | -6.9% | +6.3% | +0.6% |
| 3M | -7.1% | +15.5% | -22.6% | -10.1% |
| 6M | +23.8% | +54.5% | -30.7% | +13.1% |
| All | +23.8% | +66.2% | -42.4% | +13.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling