+71.6%
ADI vs OUST
+46.4%
+25.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.7% |
| 7D | +13.4% | +19.9% | -6.5% | +10.1% |
| 30D | -1.3% | +3.6% | -4.9% | -2.3% |
| 3M | +6.8% | -20.6% | +27.4% | +9.3% |
| 6M | -1.9% | +35.1% | -37.0% | -8.0% |
| YTD | +52.3% | +69.1% | -16.9% | +37.6% |
| 1Y | +71.6% | +49.9% | +21.7% | +58.3% |
| All | +71.6% | +46.4% | +25.2% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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