+68.7%
OSCR vs HDB
-33.5%
+102.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.9% | -6.3% | -0.5% |
| 7D | +1.6% | +0.7% | +0.9% | +1.5% |
| 30D | +10.7% | +1.0% | +9.7% | +10.5% |
| 3M | +13.4% | -2.0% | +15.3% | +12.4% |
| 6M | +144.6% | -18.1% | +162.7% | +136.2% |
| YTD | +128.0% | -36.1% | +164.2% | +99.0% |
| 1Y | +68.7% | -34.0% | +102.7% | +50.0% |
| All | +68.7% | -33.5% | +102.2% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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