+1,023.5%
ASX vs OUST
-62.4%
+1,085.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | 0.0% |
| 7D | -0.7% | +5.2% | -5.9% | -1.5% |
| 30D | +2.0% | -19.3% | +21.2% | +5.2% |
| 3M | -1.3% | -22.6% | +21.3% | +1.3% |
| 6M | +71.4% | +62.8% | +8.7% | +57.9% |
| YTD | +135.3% | +68.3% | +67.0% | +114.2% |
| 1Y | +267.5% | +28.5% | +238.9% | +240.2% |
| 3Y | +388.5% | +554.0% | -165.6% | +225.0% |
| 5Y | +417.1% | -56.2% | +473.3% | +361.4% |
| All | +1,023.5% | -62.4% | +1,085.9% | +912.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling