+145.0%
OSCR vs TD
+27.3%
+117.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.0% |
| 7D | +1.1% | -2.6% | +3.6% | +2.8% |
| 30D | +16.5% | -1.0% | +17.5% | +17.4% |
| 3M | +17.0% | +5.6% | +11.4% | +10.2% |
| 6M | +145.0% | +27.1% | +117.9% | +69.2% |
| All | +145.0% | +27.3% | +117.7% | +69.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling