+151.8%
NBIS vs SOXX
+107.8%
+44.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.4% | -3.9% |
| 7D | -0.8% | +1.4% | -2.2% | -2.5% |
| 30D | -13.4% | -3.6% | -9.8% | -8.8% |
| 3M | +1.0% | -10.2% | +11.2% | +17.3% |
| 6M | +100.5% | +54.2% | +46.3% | +5.2% |
| YTD | +168.3% | +75.2% | +93.1% | +20.0% |
| 1Y | +151.8% | +107.5% | +44.3% | +3.3% |
| All | +151.8% | +107.8% | +44.0% | +3.3% |
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