-98.1%
FCUV vs OUST
+42.6%
-140.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.8% | -12.5% | -5.9% |
| 7D | -15.4% | +36.7% | -52.1% | -27.1% |
| 30D | -32.9% | -3.3% | -29.5% | -33.3% |
| 3M | -46.2% | -11.1% | -35.0% | -48.8% |
| 6M | -30.0% | +53.1% | -83.1% | -44.7% |
| YTD | -91.4% | +78.2% | -169.6% | -94.0% |
| All | -98.1% | +42.6% | -140.7% | -98.6% |
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