+75.5%
OSCR vs INCY
+45.3%
+30.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | +5.8% | +1.9% | +3.9% | +5.1% |
| 30D | +7.1% | +5.8% | +1.3% | +4.8% |
| 3M | +36.7% | +25.2% | +11.5% | +26.2% |
| 6M | +114.3% | +28.2% | +86.1% | +94.8% |
| YTD | +124.4% | +28.3% | +96.1% | +98.2% |
| 1Y | +75.5% | +48.3% | +27.1% | +45.4% |
| All | +75.5% | +45.3% | +30.2% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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