-5.8%
OSCR vs INDA
+21.3%
-27.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.3% |
| 7D | +1.6% | -2.7% | +4.3% | +4.1% |
| 30D | +10.7% | -2.8% | +13.4% | +13.3% |
| 3M | +13.4% | +1.6% | +11.7% | +11.3% |
| 6M | +144.6% | -1.4% | +146.0% | +146.3% |
| YTD | +128.0% | -10.1% | +138.2% | +149.2% |
| 1Y | +68.7% | -8.8% | +77.4% | +80.8% |
| 3Y | +398.8% | +7.6% | +391.2% | +339.3% |
| 5Y | +87.3% | +5.8% | +81.5% | +65.5% |
| All | -5.8% | +21.3% | -27.1% | -26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling