+32.5%
OUST vs WCN
-8.2%
+40.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.9% | +1.9% |
| 7D | +12.7% | -0.4% | +13.2% | +12.2% |
| 30D | -13.6% | -2.1% | -11.5% | -15.3% |
| 3M | -8.3% | +6.4% | -14.7% | -4.1% |
| 6M | +85.0% | -3.7% | +88.6% | +91.0% |
| YTD | +73.2% | -6.4% | +79.6% | +71.3% |
| 1Y | +32.5% | -7.9% | +40.4% | +46.9% |
| All | +32.5% | -8.2% | +40.7% | +46.9% |
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