+68.7%
OSCR vs FHN
+11.5%
+57.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +1.6% | -1.2% | +2.8% | +2.1% |
| 30D | +10.7% | -4.8% | +15.5% | +12.9% |
| 3M | +13.4% | -0.7% | +14.1% | +14.2% |
| 6M | +144.6% | +10.6% | +133.9% | +138.5% |
| YTD | +128.0% | +4.6% | +123.4% | +124.0% |
| 1Y | +68.7% | +11.4% | +57.3% | +66.7% |
| All | +68.7% | +11.5% | +57.1% | +66.7% |
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