-6.5%
HAL vs OSCR
+398.9%
-405.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.4% | -2.9% |
| 7D | -3.3% | +1.1% | -4.3% | -3.3% |
| 30D | +7.2% | +16.5% | -9.3% | +6.9% |
| 3M | -8.8% | +17.0% | -25.8% | -9.2% |
| 6M | +3.0% | +145.0% | -142.0% | +0.5% |
| YTD | +29.4% | +126.7% | -97.3% | +26.5% |
| 1Y | +62.8% | +67.2% | -4.4% | +60.2% |
| All | -6.5% | +398.9% | -405.5% | -19.3% |
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