+248.8%
NBIS vs SOXS
-99.8%
+348.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -10.2% | +17.7% | +4.6% |
| 7D | +8.2% | -7.0% | +15.2% | +6.5% |
| 30D | +3.4% | +2.8% | +0.6% | +6.6% |
| 3M | -12.8% | -9.8% | -3.0% | +0.7% |
| 6M | +131.5% | -99.2% | +230.7% | +11.1% |
| YTD | +170.5% | -99.5% | +270.0% | +12.5% |
| 1Y | +248.8% | -99.8% | +348.6% | +78.0% |
| All | +248.8% | -99.8% | +348.6% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 SOXS 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