+3.9%
URI vs OSCR
+64.1%
-60.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -2.1% | +1.6% | -3.7% | -2.2% |
| 30D | -12.4% | +10.7% | -23.1% | -13.1% |
| 3M | -7.3% | +13.4% | -20.6% | -8.5% |
| 6M | +27.2% | +144.6% | -117.4% | +13.4% |
| YTD | +23.0% | +128.0% | -105.1% | +10.8% |
| 1Y | +3.9% | +68.7% | -64.7% | -3.2% |
| All | +3.9% | +64.1% | -60.2% | -3.2% |
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