+164.1%
ADI vs OSCR
-9.5%
+173.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.3% |
| 7D | +1.3% | +1.1% | +0.3% | +1.2% |
| 30D | -6.0% | +16.5% | -22.4% | -7.4% |
| 3M | -7.7% | +17.0% | -24.7% | -9.5% |
| 6M | +14.0% | +145.0% | -131.0% | +3.4% |
| YTD | +34.4% | +126.7% | -92.3% | +22.4% |
| 1Y | +48.0% | +67.2% | -19.3% | +37.5% |
| 3Y | +113.3% | +405.1% | -291.8% | +69.0% |
| 5Y | +131.1% | +86.2% | +44.9% | +81.7% |
| All | +164.1% | -9.5% | +173.6% | +120.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling