+2.9%
NBIS vs SOXX
+34.4%
-31.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -70.7% | +55.8% | -11.0% |
| 7D | -30.0% | -23.0% | -7.0% | -23.6% |
| 30D | -51.8% | -32.9% | -19.0% | -36.5% |
| 3M | -45.0% | -25.3% | -19.7% | -36.2% |
| 6M | -31.6% | -17.8% | -13.8% | -31.9% |
| YTD | +43.8% | +32.1% | +11.7% | -32.7% |
| 1Y | +2.9% | +30.8% | -27.9% | -51.4% |
| All | +2.9% | +34.4% | -31.5% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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