+75.5%
OSCR vs INDA
-5.0%
+80.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +5.8% | +0.7% | +5.1% | +5.5% |
| 30D | +7.1% | -0.8% | +7.9% | +7.5% |
| 3M | +36.7% | +3.9% | +32.7% | +34.0% |
| 6M | +114.3% | -0.7% | +115.0% | +103.5% |
| YTD | +124.4% | -7.7% | +132.1% | +109.9% |
| 1Y | +75.5% | -5.1% | +80.6% | +66.9% |
| All | +75.5% | -5.0% | +80.5% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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