+85.1%
OUST vs SUNB
-4.1%
+89.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.1% |
| 7D | +12.7% | +3.4% | +9.4% | +9.8% |
| 30D | -13.6% | -14.5% | +0.9% | -1.9% |
| 3M | -8.3% | -13.8% | +5.5% | +3.6% |
| 6M | +85.0% | -5.9% | +90.9% | +98.5% |
| All | +85.1% | -4.1% | +89.2% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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