+105.1%
OSCR vs TD
+61.0%
+44.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +6.5% |
| 7D | +15.5% | +1.4% | +14.1% | +14.4% |
| 30D | +8.5% | +10.2% | -1.7% | +1.2% |
| 3M | +15.8% | +8.1% | +7.7% | +9.2% |
| 6M | +89.5% | +22.3% | +67.2% | +52.1% |
| YTD | +144.9% | +39.0% | +105.8% | +64.7% |
| 1Y | +105.1% | +62.6% | +42.4% | -15.6% |
| All | +105.1% | +61.0% | +44.0% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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