+199.8%
TER vs OSCR
+75.7%
+124.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | +0.6% | +5.8% | -5.3% | +0.1% |
| 30D | -8.3% | +7.1% | -15.4% | -9.0% |
| 3M | -12.2% | +36.7% | -48.9% | -15.6% |
| 6M | +17.0% | +114.3% | -97.3% | +0.2% |
| YTD | +84.6% | +124.4% | -39.8% | +56.2% |
| 1Y | +199.8% | +75.5% | +124.3% | +161.8% |
| All | +199.8% | +75.7% | +124.1% | +161.8% |
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