+28.5%
OUST vs UUUU
+27.9%
+0.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +1.3% |
| 7D | +5.2% | -1.4% | +6.6% | +5.9% |
| 30D | -19.3% | +16.3% | -35.6% | -25.0% |
| 3M | -22.6% | -16.7% | -5.9% | -16.7% |
| 6M | +62.8% | -33.7% | +96.4% | +84.7% |
| YTD | +68.3% | -0.5% | +68.8% | +60.8% |
| 1Y | +28.5% | +28.9% | -0.3% | +29.2% |
| All | +28.5% | +27.9% | +0.6% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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