+75.5%
OSCR vs INVH
-2.4%
+77.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +5.8% | -2.9% | +8.7% | +6.6% |
| 30D | +7.1% | -6.9% | +14.0% | +9.0% |
| 3M | +36.7% | -2.7% | +39.4% | +37.6% |
| 6M | +114.3% | +8.2% | +106.1% | +111.7% |
| YTD | +124.4% | +4.5% | +120.0% | +119.8% |
| 1Y | +75.5% | -2.3% | +77.8% | +73.8% |
| All | +75.5% | -2.4% | +77.8% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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