+75.5%
OSCR vs FND
-36.4%
+111.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.3% |
| 7D | +5.8% | -5.2% | +11.1% | +7.0% |
| 30D | +7.1% | -19.9% | +27.0% | +12.1% |
| 3M | +36.7% | +2.7% | +33.9% | +35.0% |
| 6M | +114.3% | -21.7% | +136.0% | +126.2% |
| YTD | +124.4% | -17.5% | +141.9% | +126.0% |
| 1Y | +75.5% | -39.3% | +114.8% | +99.8% |
| All | +75.5% | -36.4% | +111.8% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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