+105.1%
OSCR vs FND
-10.3%
+115.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +10.9% | -2.3% | +6.5% |
| 7D | +15.5% | +12.3% | +3.1% | +13.0% |
| 30D | +8.5% | +14.7% | -6.2% | +5.8% |
| 3M | +15.8% | -12.0% | +27.8% | +17.8% |
| 6M | +89.5% | +10.8% | +78.7% | +84.7% |
| YTD | +144.9% | -12.3% | +157.2% | +139.3% |
| 1Y | +105.1% | -13.4% | +118.5% | +100.3% |
| All | +105.1% | -10.3% | +115.3% | +100.3% |
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