+21.2%
OUST vs BB
+88.0%
-66.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.7% | +7.0% | +8.8% | +11.1% |
| 7D | -0.2% | -6.8% | +6.6% | +4.9% |
| 30D | -24.0% | -3.5% | -20.5% | -21.9% |
| 3M | -29.9% | -1.2% | -28.7% | -29.7% |
| 6M | +19.1% | +57.0% | -37.8% | +2.8% |
| YTD | +55.0% | +131.1% | -76.1% | +3.0% |
| 1Y | +21.2% | +87.6% | -66.4% | -9.2% |
| All | +21.2% | +88.0% | -66.8% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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