+28.5%
OUST vs WU
-8.3%
+36.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.6% | +1.7% |
| 7D | +5.2% | -0.8% | +6.1% | +5.2% |
| 30D | -19.3% | -1.1% | -18.2% | -19.3% |
| 3M | -22.6% | -3.9% | -18.8% | -24.3% |
| 6M | +62.8% | -20.7% | +83.4% | +64.9% |
| YTD | +68.3% | -18.4% | +86.7% | +67.5% |
| 1Y | +28.5% | -8.1% | +36.6% | +10.6% |
| All | +28.5% | -8.3% | +36.8% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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