+91.5%
OSCR vs IBN
+58.3%
+33.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | -0.3% |
| 7D | +1.6% | -3.0% | +4.6% | +3.0% |
| 30D | +10.7% | -1.5% | +12.2% | +11.3% |
| 3M | +13.4% | +7.9% | +5.4% | +9.0% |
| 6M | +144.6% | +8.6% | +135.9% | +134.3% |
| YTD | +128.0% | -0.6% | +128.6% | +126.4% |
| 1Y | +68.7% | -7.3% | +76.0% | +72.0% |
| 3Y | +398.8% | +26.2% | +372.6% | +307.9% |
| All | +91.5% | +58.3% | +33.2% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling