-5.8%
OSCR vs HRB
+179.5%
-185.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.4% |
| 7D | +1.6% | -8.0% | +9.6% | +3.9% |
| 30D | +10.7% | -16.0% | +26.6% | +16.0% |
| 3M | +13.4% | +26.9% | -13.5% | +5.6% |
| 6M | +144.6% | +51.1% | +93.4% | +115.6% |
| YTD | +128.0% | +7.1% | +121.0% | +121.7% |
| 1Y | +68.7% | -9.6% | +78.3% | +71.9% |
| 3Y | +398.8% | +25.4% | +373.4% | +342.5% |
| 5Y | +87.3% | +114.9% | -27.7% | +49.1% |
| All | -5.8% | +179.5% | -185.3% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling