+105.1%
OSCR vs HRB
+16.9%
+88.2%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.4% | +4.2% | +7.6% |
| 7D | +15.5% | +16.0% | -0.6% | +11.9% |
| 30D | +8.5% | +32.1% | -23.5% | +2.0% |
| 3M | +15.8% | +21.5% | -5.7% | +10.8% |
| 6M | +89.5% | +82.1% | +7.4% | +66.3% |
| YTD | +144.9% | +31.6% | +113.3% | +131.4% |
| 1Y | +105.1% | +15.9% | +89.2% | +79.9% |
| All | +105.1% | +16.9% | +88.2% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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