-69.9%
OUST vs SOXQ
+227.1%
-297.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.4% |
| 7D | +31.9% | -5.7% | +37.6% | +40.2% |
| 30D | -4.2% | -20.5% | +16.2% | +25.2% |
| 3M | -9.3% | -16.6% | +7.3% | +13.4% |
| 6M | +51.7% | -15.0% | +66.6% | +95.0% |
| YTD | +76.6% | +41.5% | +35.1% | +31.2% |
| 1Y | +48.9% | +40.2% | +8.7% | +12.4% |
| 3Y | +675.3% | +183.0% | +492.3% | +158.6% |
| 5Y | -44.0% | +181.3% | -225.3% | -81.5% |
| All | -69.9% | +227.1% | -297.0% | -90.4% |
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