+577.1%
OUST vs WCC
+124.0%
+453.2%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.9% | -2.2% | -1.5% |
| 7D | +5.2% | +4.5% | +0.8% | +1.5% |
| 30D | -19.3% | -5.8% | -13.5% | -14.8% |
| 3M | -22.6% | -3.7% | -19.0% | -18.6% |
| 6M | +62.8% | +23.1% | +39.7% | +42.1% |
| YTD | +68.3% | +44.2% | +24.2% | +29.8% |
| 1Y | +28.5% | +62.1% | -33.5% | -9.0% |
| All | +577.1% | +124.0% | +453.2% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling