-8.7%
OSCR vs HDB
-43.3%
+34.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -2.0% | -3.1% |
| 7D | +4.7% | -4.9% | +9.6% | +6.8% |
| 30D | +14.8% | -5.8% | +20.6% | +17.6% |
| 3M | +16.7% | -5.2% | +21.9% | +18.0% |
| 6M | +127.5% | -25.7% | +153.2% | +154.1% |
| YTD | +121.0% | -39.6% | +160.6% | +167.7% |
| 1Y | +58.4% | -36.9% | +95.3% | +87.5% |
| 3Y | +392.4% | -29.7% | +422.1% | +441.9% |
| 5Y | +80.5% | -37.8% | +118.2% | +100.6% |
| All | -8.7% | -43.3% | +34.5% | +4.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling