+68.7%
OSCR vs TDY
+10.5%
+58.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | 0.0% |
| 7D | +1.6% | -1.1% | +2.7% | +2.2% |
| 30D | +10.7% | -12.0% | +22.7% | +17.3% |
| 3M | +13.4% | -3.2% | +16.5% | +13.7% |
| 6M | +144.6% | -7.9% | +152.4% | +150.5% |
| YTD | +128.0% | +18.2% | +109.8% | +86.7% |
| 1Y | +68.7% | +6.7% | +62.0% | +64.1% |
| All | +68.7% | +10.5% | +58.1% | +64.1% |
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