+75.5%
OSCR vs TDY
+11.8%
+63.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.4% | -0.2% |
| 7D | +5.8% | -1.8% | +7.7% | +6.7% |
| 30D | +7.1% | -10.7% | +17.8% | +12.6% |
| 3M | +36.7% | -1.3% | +37.9% | +35.5% |
| 6M | +114.3% | -10.6% | +124.8% | +122.5% |
| YTD | +124.4% | +19.6% | +104.9% | +86.2% |
| 1Y | +75.5% | +11.6% | +63.8% | +67.2% |
| All | +75.5% | +11.8% | +63.7% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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