+1,092.7%
SMCI vs OSCR
-9.0%
+1,101.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.2% |
| 7D | +1.3% | +1.6% | -0.3% | +1.0% |
| 30D | +6.6% | +10.7% | -4.1% | +4.9% |
| 3M | +25.4% | +13.4% | +12.1% | +22.4% |
| 6M | +26.1% | +144.6% | -118.4% | +8.7% |
| YTD | +37.0% | +128.0% | -91.0% | +18.6% |
| 1Y | -8.8% | +68.7% | -77.4% | -18.3% |
| 3Y | +44.6% | +398.8% | -354.2% | +9.3% |
| 5Y | +995.9% | +87.3% | +908.7% | +732.6% |
| All | +1,092.7% | -9.0% | +1,101.7% | +867.5% |
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