-60.2%
OUST vs UUUU
+322.5%
-382.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +9.8% | +1.1% | +7.2% |
| 7D | +36.7% | -1.1% | +37.8% | +37.5% |
| 30D | -3.3% | -26.6% | +23.3% | +8.9% |
| 3M | -11.1% | -48.3% | +37.2% | +13.5% |
| 6M | +53.1% | -65.8% | +118.9% | +126.9% |
| YTD | +78.2% | -49.7% | +128.0% | +123.5% |
| 1Y | +50.0% | -53.3% | +103.3% | +92.4% |
| 3Y | +836.2% | -7.4% | +843.5% | +751.1% |
| 5Y | -50.0% | -33.4% | -16.6% | -54.6% |
| All | -60.2% | +322.5% | -382.8% | -72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling