+123.4%
ADI vs OSCR
+401.8%
-278.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.8% |
| 7D | +4.6% | +1.6% | +3.0% | +4.4% |
| 30D | -1.2% | +10.7% | -11.8% | -2.1% |
| 3M | -7.8% | +13.4% | -21.2% | -9.2% |
| 6M | +19.3% | +144.6% | -125.2% | +8.3% |
| YTD | +40.9% | +128.0% | -87.1% | +28.3% |
| 1Y | +54.5% | +68.7% | -14.2% | +43.5% |
| 3Y | +123.4% | +398.8% | -275.4% | +70.7% |
| All | +123.4% | +401.8% | -278.4% | +70.7% |
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 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