+33.4%
WEC vs OSCR
+96.8%
-63.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -0.6% | +1.6% | -2.2% | -0.6% |
| 30D | -2.6% | +10.7% | -13.3% | -2.8% |
| 3M | -6.0% | +13.4% | -19.4% | -6.3% |
| 6M | -5.4% | +144.6% | -150.0% | -7.3% |
| YTD | +2.5% | +128.0% | -125.6% | +0.5% |
| 1Y | -0.7% | +68.7% | -69.4% | -2.2% |
| 3Y | +38.7% | +398.8% | -360.1% | +31.3% |
| All | +33.4% | +96.8% | -63.5% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling