+75.5%
OSCR vs HAS
+20.3%
+55.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +5.8% | -1.8% | +7.6% | +6.6% |
| 30D | +7.1% | +2.3% | +4.8% | +6.1% |
| 3M | +36.7% | +10.4% | +26.3% | +31.9% |
| 6M | +114.3% | -3.2% | +117.5% | +115.2% |
| YTD | +124.4% | +15.4% | +109.0% | +108.5% |
| 1Y | +75.5% | +18.8% | +56.7% | +62.7% |
| All | +75.5% | +20.3% | +55.1% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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