+257.0%
MUU vs OUST
+41.3%
+215.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -1.9% |
| 7D | -32.5% | +31.9% | -64.4% | -45.1% |
| 30D | -55.2% | -4.2% | -51.0% | -53.4% |
| 3M | -40.7% | -9.3% | -31.4% | -37.0% |
| 6M | -43.9% | +51.7% | -95.6% | -53.9% |
| YTD | +203.2% | +76.6% | +126.5% | +113.9% |
| 1Y | +257.0% | +48.9% | +208.1% | +180.8% |
| All | +257.0% | +41.3% | +215.7% | +180.8% |
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