+48.9%
OUST vs SUI
-2.0%
+50.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.9% | +10.7% | +9.3% |
| 7D | +31.9% | +3.4% | +28.5% | +34.0% |
| 30D | -4.2% | +4.6% | -8.8% | -1.1% |
| 3M | -9.3% | +1.6% | -10.9% | -7.8% |
| 6M | +51.7% | -3.5% | +55.1% | +52.9% |
| YTD | +76.6% | -1.0% | +77.6% | +79.1% |
| 1Y | +48.9% | -1.7% | +50.6% | +53.2% |
| All | +48.9% | -2.0% | +50.9% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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