+32.9%
URI vs OSCR
+104.5%
-71.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +8.6% | -12.9% | -4.7% |
| 7D | -4.3% | +15.5% | -19.8% | -5.0% |
| 30D | +4.6% | +8.5% | -3.9% | +4.2% |
| 3M | -2.1% | +15.8% | -18.0% | -2.9% |
| 6M | +21.9% | +89.5% | -67.6% | +14.6% |
| YTD | +39.7% | +144.9% | -105.2% | +27.8% |
| 1Y | +32.9% | +105.1% | -72.2% | +22.1% |
| All | +32.9% | +104.5% | -71.6% | +22.1% |
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