+39.2%
SN vs OSCR
+64.1%
-25.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.1% |
| 7D | -7.3% | +1.6% | -8.9% | -7.3% |
| 30D | -13.6% | +10.7% | -24.3% | -14.1% |
| 3M | +18.6% | +13.4% | +5.2% | +17.6% |
| 6M | +46.0% | +144.6% | -98.6% | +34.4% |
| YTD | +43.7% | +128.0% | -84.3% | +32.4% |
| 1Y | +39.2% | +68.7% | -29.5% | +27.7% |
| All | +39.2% | +64.1% | -25.0% | +27.7% |
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