+91.5%
OSCR vs HDB
-34.5%
+126.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.9% | -6.3% | -2.2% |
| 7D | +1.6% | +0.7% | +0.9% | +1.2% |
| 30D | +10.7% | +1.0% | +9.7% | +10.1% |
| 3M | +13.4% | -2.0% | +15.3% | +13.0% |
| 6M | +144.6% | -18.1% | +162.7% | +162.4% |
| YTD | +128.0% | -36.1% | +164.2% | +170.3% |
| 1Y | +68.7% | -34.0% | +102.7% | +96.3% |
| 3Y | +398.8% | -26.7% | +425.5% | +441.1% |
| All | +91.5% | -34.5% | +126.1% | +101.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling