+266.3%
MUU vs OUST
+32.6%
+233.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +14.0% | -4.8% | -1.0% |
| 7D | -42.8% | +17.0% | -59.8% | -49.1% |
| 30D | -63.6% | -16.5% | -47.1% | -58.2% |
| 3M | -48.5% | -23.7% | -24.9% | -38.2% |
| 6M | -36.9% | +18.4% | -55.3% | -40.1% |
| YTD | +176.7% | +60.8% | +115.9% | +111.6% |
| 1Y | +266.3% | +44.2% | +222.1% | +201.6% |
| All | +266.3% | +32.6% | +233.7% | +201.6% |
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