+398.8%
OSCR vs IBN
+27.4%
+371.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.3% |
| 7D | +1.6% | -3.0% | +4.6% | +2.1% |
| 30D | +10.7% | -1.5% | +12.2% | +10.9% |
| 3M | +13.4% | +7.9% | +5.4% | +11.9% |
| 6M | +144.6% | +8.6% | +135.9% | +139.7% |
| YTD | +128.0% | -0.6% | +128.6% | +124.5% |
| 1Y | +68.7% | -7.3% | +76.0% | +66.3% |
| 3Y | +398.8% | +26.2% | +372.6% | +401.1% |
| All | +398.8% | +27.4% | +371.3% | +401.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling