+2,620.0%
MUU vs OUST
+452.8%
+2,167.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.7% | +9.9% | +10.8% |
| 7D | +17.4% | +5.2% | +12.1% | +14.6% |
| 30D | +24.0% | -19.3% | +43.2% | +37.7% |
| 3M | -23.9% | -22.6% | -1.3% | -11.7% |
| 6M | +284.4% | +62.8% | +221.6% | +235.8% |
| YTD | +583.7% | +68.3% | +515.4% | +478.8% |
| 1Y | +2,981.5% | +28.5% | +2,952.9% | +2,647.3% |
| All | +2,620.0% | +452.8% | +2,167.2% | +1,171.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling