-49.2%
USAR vs OUST
+42.6%
-91.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +10.8% | -4.3% | +0.8% |
| 7D | -1.1% | +36.7% | -37.7% | -17.3% |
| 30D | -30.3% | -3.3% | -26.9% | -29.9% |
| 3M | -54.7% | -11.1% | -43.6% | -53.0% |
| 6M | -67.5% | +53.1% | -120.6% | -79.2% |
| YTD | -26.4% | +78.2% | -104.6% | -63.9% |
| All | -49.2% | +42.6% | -91.7% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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