+49.9%
OUST vs SOXQ
+48.4%
+1.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.7% | -3.5% |
| 7D | +19.9% | +16.4% | +3.5% | -2.1% |
| 30D | +3.6% | -13.9% | +17.5% | +26.8% |
| 3M | -20.6% | -15.1% | -5.5% | +0.3% |
| 6M | +35.1% | -10.2% | +45.2% | +65.7% |
| YTD | +69.1% | +48.7% | +20.4% | +8.3% |
| 1Y | +49.9% | +48.9% | +1.0% | -3.4% |
| All | +49.9% | +48.4% | +1.6% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling