+5.5%
URI vs OSCR
+75.7%
-70.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | +5.8% | -7.8% | -2.4% |
| 30D | -12.9% | +7.1% | -20.1% | -13.4% |
| 3M | -6.7% | +36.7% | -43.4% | -9.9% |
| 6M | +19.0% | +114.3% | -95.3% | +7.5% |
| YTD | +25.5% | +124.4% | -98.9% | +13.2% |
| 1Y | +5.5% | +75.5% | -69.9% | -1.4% |
| All | +5.5% | +75.7% | -70.2% | -1.4% |
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