+17.4%
IJH vs OSCR
+104.5%
-87.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.6% | -8.0% | +0.2% |
| 7D | +1.7% | +15.5% | -13.8% | +1.0% |
| 30D | +1.2% | +8.5% | -7.3% | +0.8% |
| 3M | -3.4% | +15.8% | -19.3% | -4.3% |
| 6M | +3.7% | +89.5% | -85.8% | -0.9% |
| YTD | +13.9% | +144.9% | -131.0% | +6.1% |
| 1Y | +17.4% | +105.1% | -87.6% | +9.8% |
| All | +17.4% | +104.5% | -87.0% | +9.8% |
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