+643.8%
OUST vs SOXQ
+237.4%
+406.4%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +1.4% |
| 7D | +12.7% | +5.3% | +7.4% | +6.3% |
| 30D | -13.6% | -3.7% | -9.9% | -9.4% |
| 3M | -8.3% | -7.8% | -0.5% | +4.7% |
| 6M | +85.0% | +58.4% | +26.6% | +23.5% |
| YTD | +73.2% | +68.1% | +5.1% | +9.0% |
| 1Y | +32.5% | +105.4% | -72.9% | -30.4% |
| 3Y | +643.8% | +239.2% | +404.6% | +79.9% |
| All | +643.8% | +237.4% | +406.4% | +79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling