-16.0%
INTU vs OSCR
-11.8%
-4.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | -1.2% |
| 7D | -8.5% | +4.7% | -13.2% | -8.9% |
| 30D | -6.1% | +14.8% | -20.9% | -7.6% |
| 3M | +7.3% | +16.7% | -9.3% | +5.2% |
| 6M | -33.2% | +127.5% | -160.7% | -39.0% |
| YTD | -52.2% | +121.0% | -173.2% | -56.3% |
| 1Y | -52.7% | +58.4% | -111.1% | -55.8% |
| 3Y | -41.6% | +392.4% | -434.0% | -56.0% |
| 5Y | -42.6% | +80.5% | -123.1% | -57.1% |
| All | -16.0% | -11.8% | -4.2% | -31.3% |
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 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