+68.7%
OSCR vs HAS
+21.6%
+47.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | 0.0% |
| 7D | +1.6% | -1.1% | +2.7% | +2.0% |
| 30D | +10.7% | -2.8% | +13.5% | +11.9% |
| 3M | +13.4% | +10.1% | +3.3% | +9.4% |
| 6M | +144.6% | -1.4% | +145.9% | +143.5% |
| YTD | +128.0% | +14.2% | +113.9% | +110.9% |
| 1Y | +68.7% | +18.2% | +50.5% | +59.7% |
| All | +68.7% | +21.6% | +47.1% | +59.7% |
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