+28.1%
SW vs OSCR
+104.5%
-76.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.6% | -4.5% | +3.3% |
| 7D | +12.1% | +15.5% | -3.4% | +10.5% |
| 30D | +6.6% | +8.5% | -2.0% | +5.6% |
| 3M | -6.0% | +15.8% | -21.8% | -7.5% |
| 6M | +21.5% | +89.5% | -68.0% | +11.7% |
| YTD | +20.3% | +144.9% | -124.6% | +5.5% |
| 1Y | +28.1% | +105.1% | -76.9% | +12.4% |
| All | +28.1% | +104.5% | -76.3% | +12.4% |
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