+365.6%
MUU vs OUST
+40.1%
+325.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -8.5% | +3.3% | +1.0% |
| 7D | +24.7% | -3.8% | +28.5% | +28.3% |
| 30D | -35.1% | +5.1% | -40.2% | -36.9% |
| 3M | -44.3% | -25.8% | -18.4% | -31.4% |
| 6M | -44.4% | -2.0% | -42.4% | -40.7% |
| YTD | +244.9% | +54.7% | +190.2% | +172.1% |
| 1Y | +365.6% | +48.8% | +316.8% | +271.7% |
| All | +365.6% | +40.1% | +325.5% | +271.7% |
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