+330.6%
TQQQ vs OUST
-62.4%
+393.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | +0.7% | +5.2% | -4.5% | -0.8% |
| 30D | -0.6% | -19.3% | +18.6% | +5.1% |
| 3M | -14.9% | -22.6% | +7.8% | -10.7% |
| 6M | +44.6% | +62.8% | -18.2% | +19.3% |
| YTD | +37.8% | +68.3% | -30.5% | +11.3% |
| 1Y | +59.2% | +28.5% | +30.6% | +34.3% |
| 3Y | +254.1% | +554.0% | -299.9% | +50.1% |
| 5Y | +100.6% | -56.2% | +156.8% | +58.8% |
| All | +330.6% | -62.4% | +393.0% | +260.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling