+8.0%
HCA vs OSCR
+93.2%
-85.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.7% | +5.1% | 0.0% |
| 7D | +6.1% | +7.8% | -1.6% | +5.4% |
| 30D | +17.4% | +2.6% | +14.8% | +17.1% |
| 3M | +24.1% | +10.2% | +13.9% | +22.6% |
| 6M | +18.8% | +84.9% | -66.1% | +10.8% |
| YTD | +9.3% | +130.9% | -121.6% | -2.1% |
| 1Y | +8.0% | +94.8% | -86.9% | -1.4% |
| All | +8.0% | +93.2% | -85.3% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling