-99.9%
FCUV vs OUST
-48.5%
-51.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | -0.4% |
| 7D | +2.4% | +19.9% | -17.5% | -3.5% |
| 30D | -25.9% | +3.6% | -29.5% | -28.0% |
| 3M | -44.8% | -20.6% | -24.1% | -44.3% |
| 6M | -3.5% | +35.1% | -38.5% | -21.5% |
| YTD | -90.7% | +69.1% | -159.9% | -93.1% |
| 1Y | -97.9% | +49.9% | -147.8% | -98.4% |
| 3Y | -99.5% | +642.4% | -741.9% | -99.8% |
| 5Y | -99.9% | -48.3% | -51.6% | -99.9% |
| All | -99.9% | -48.5% | -51.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling