-5.3%
SYK vs OSCR
+93.2%
-98.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.7% | +4.4% | -1.0% |
| 7D | +7.5% | +7.8% | -0.3% | +7.1% |
| 30D | +20.4% | +2.6% | +17.8% | +20.2% |
| 3M | -0.3% | +10.2% | -10.5% | -0.9% |
| 6M | +14.2% | +84.9% | -70.8% | +10.6% |
| YTD | -3.8% | +130.9% | -134.7% | -8.1% |
| 1Y | -5.3% | +94.8% | -100.1% | -9.4% |
| All | -5.3% | +93.2% | -98.5% | -9.4% |
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