+398.8%
OSCR vs BIDU
-34.3%
+433.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | +1.6% | -8.1% | +9.7% | +3.2% |
| 30D | +10.7% | -12.8% | +23.5% | +13.4% |
| 3M | +13.4% | -21.3% | +34.6% | +18.4% |
| 6M | +144.6% | -27.0% | +171.5% | +157.3% |
| YTD | +128.0% | -30.0% | +158.1% | +140.1% |
| 1Y | +68.7% | -18.3% | +86.9% | +70.7% |
| 3Y | +398.8% | -33.8% | +432.6% | +389.5% |
| All | +398.8% | -34.3% | +433.1% | +389.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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