-9.7%
IGV vs OSCR
+64.1%
-73.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -2.9% | +1.6% | -4.5% | -3.1% |
| 30D | -1.5% | +10.7% | -12.2% | -2.7% |
| 3M | +11.7% | +13.4% | -1.7% | +9.7% |
| 6M | +18.4% | +144.6% | -126.1% | +6.5% |
| YTD | -3.9% | +128.0% | -132.0% | -13.3% |
| 1Y | -9.7% | +68.7% | -78.3% | -17.2% |
| All | -9.7% | +64.1% | -73.8% | -17.2% |
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