+1,285.8%
WDC vs OSCR
+401.8%
+884.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.0% |
| 7D | -4.3% | +1.6% | -5.9% | -4.5% |
| 30D | -1.5% | +10.7% | -12.2% | -2.5% |
| 3M | -15.5% | +13.4% | -28.8% | -16.6% |
| 6M | +66.5% | +144.6% | -78.1% | +51.3% |
| YTD | +159.9% | +128.0% | +31.8% | +137.1% |
| 1Y | +366.0% | +68.7% | +297.3% | +330.0% |
| 3Y | +1,285.8% | +398.8% | +887.0% | +1,023.5% |
| All | +1,285.8% | +401.8% | +884.0% | +1,023.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling