+72.9%
PBR vs OSCR
+104.5%
-31.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.6% | -15.6% | -6.8% |
| 7D | -11.0% | +15.5% | -26.4% | -10.8% |
| 30D | -18.8% | +8.5% | -27.3% | -18.6% |
| 3M | +7.8% | +15.8% | -8.0% | +8.2% |
| 6M | -7.6% | +89.5% | -97.1% | -6.3% |
| YTD | +72.7% | +144.9% | -72.2% | +74.7% |
| 1Y | +72.9% | +105.1% | -32.1% | +76.2% |
| All | +72.9% | +104.5% | -31.5% | +76.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling