+29.0%
UPS vs OSCR
+75.7%
-46.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.9% | +5.8% | -8.7% | -3.2% |
| 30D | -3.5% | +7.1% | -10.6% | -3.9% |
| 3M | -5.7% | +36.7% | -42.4% | -7.5% |
| 6M | -4.4% | +114.3% | -118.7% | -10.0% |
| YTD | +8.0% | +124.4% | -116.4% | +1.3% |
| 1Y | +29.0% | +75.5% | -46.4% | +24.3% |
| All | +29.0% | +75.7% | -46.7% | +24.3% |
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