+44.2%
OUST vs WCN
+14.2%
+30.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -1.4% | +15.4% | +12.8% |
| 7D | +17.0% | +2.9% | +14.1% | +19.9% |
| 30D | -16.5% | +22.1% | -38.6% | +0.7% |
| 3M | -23.7% | +13.2% | -36.8% | -14.1% |
| 6M | +18.4% | +23.7% | -5.3% | +40.5% |
| YTD | +60.8% | +8.7% | +52.1% | +87.2% |
| 1Y | +44.2% | +15.3% | +28.9% | +65.4% |
| All | +44.2% | +14.2% | +30.0% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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