+28.2%
SW vs OSCR
+99.3%
-71.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.9% | -4.6% | -0.3% |
| 7D | +1.8% | +3.7% | -1.9% | +1.4% |
| 30D | +7.0% | -3.7% | +10.7% | +7.3% |
| 3M | -7.6% | +15.2% | -22.8% | -8.9% |
| 6M | +8.5% | +50.8% | -42.3% | +2.6% |
| YTD | +17.7% | +123.7% | -106.0% | +3.1% |
| All | +28.2% | +99.3% | -71.1% | +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