+27.1%
OUST vs UUUU
+17.3%
+9.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -3.1% |
| 7D | +4.0% | +1.8% | +2.2% | +3.2% |
| 30D | -14.0% | +1.8% | -15.8% | -14.8% |
| 3M | -5.9% | +1.3% | -7.2% | -6.1% |
| 6M | +76.4% | -26.8% | +103.1% | +94.0% |
| YTD | +67.5% | +0.1% | +67.4% | +59.1% |
| 1Y | +27.1% | +11.2% | +15.9% | +29.4% |
| All | +27.1% | +17.3% | +9.8% | +29.4% |
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