+14.9%
PSA vs OSCR
+96.8%
-81.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | +0.1% | +0.6% |
| 7D | -1.8% | +1.6% | -3.4% | -1.9% |
| 30D | -8.4% | +10.7% | -19.0% | -8.9% |
| 3M | -7.8% | +13.4% | -21.2% | -8.7% |
| 6M | +0.8% | +144.6% | -143.8% | -4.6% |
| YTD | +16.5% | +128.0% | -111.6% | +10.5% |
| 1Y | +4.7% | +68.7% | -63.9% | +0.4% |
| 3Y | +21.1% | +398.8% | -377.7% | +6.8% |
| All | +14.9% | +96.8% | -81.9% | -2.0% |
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