-71.4%
OUST vs SOXQ
+290.2%
-361.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.8% |
| 7D | +4.0% | +5.2% | -1.2% | -1.9% |
| 30D | -14.0% | -0.5% | -13.5% | -13.0% |
| 3M | -5.9% | -5.6% | -0.3% | +4.7% |
| 6M | +76.4% | +53.0% | +23.3% | +17.9% |
| YTD | +67.5% | +68.8% | -1.3% | +0.6% |
| 1Y | +27.1% | +105.7% | -78.6% | -37.4% |
| 3Y | +619.0% | +240.5% | +378.6% | +93.5% |
| 5Y | -54.9% | +266.8% | -321.7% | -88.5% |
| All | -71.4% | +290.2% | -361.6% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling