+105.1%
OSCR vs FHN
+14.6%
+90.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.7% | +6.9% | +7.9% |
| 7D | +15.5% | +2.3% | +13.2% | +14.4% |
| 30D | +8.5% | +1.6% | +6.9% | +7.8% |
| 3M | +15.8% | -8.4% | +24.2% | +19.8% |
| 6M | +89.5% | -2.3% | +91.8% | +92.5% |
| YTD | +144.9% | +1.5% | +143.4% | +146.1% |
| 1Y | +105.1% | +15.0% | +90.1% | +128.4% |
| All | +105.1% | +14.6% | +90.5% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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