-6.4%
OSCR vs IBN
+72.4%
-78.8%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.9% |
| 7D | +1.1% | -5.5% | +6.5% | +3.7% |
| 30D | +16.5% | -3.4% | +19.9% | +18.2% |
| 3M | +17.0% | +8.7% | +8.3% | +12.2% |
| 6M | +145.0% | +3.7% | +141.2% | +139.8% |
| YTD | +126.7% | -2.4% | +129.1% | +127.2% |
| 1Y | +67.2% | -8.1% | +75.3% | +71.2% |
| 3Y | +405.1% | +26.3% | +378.8% | +316.4% |
| 5Y | +86.2% | +54.9% | +31.2% | +35.5% |
| All | -6.4% | +72.4% | -78.8% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling