-0.3%
SPOT vs OSCR
+104.5%
-104.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.6% | -4.0% | +3.6% |
| 7D | +16.6% | +15.5% | +1.1% | +14.6% |
| 30D | +29.9% | +8.5% | +21.4% | +28.5% |
| 3M | +31.3% | +15.8% | +15.4% | +28.6% |
| 6M | +43.2% | +89.5% | -46.3% | +33.0% |
| YTD | +8.1% | +144.9% | -136.8% | -3.6% |
| 1Y | -0.3% | +105.1% | -105.4% | -10.8% |
| All | -0.3% | +104.5% | -104.8% | -10.8% |
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