+100.5%
NBIS vs SOXX
+55.0%
+45.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.4% | -3.8% |
| 7D | -0.8% | +1.4% | -2.2% | -2.3% |
| 30D | -13.4% | -3.6% | -9.8% | -9.1% |
| 3M | +1.0% | -10.2% | +11.2% | +15.0% |
| 6M | +100.5% | +54.2% | +46.3% | +15.9% |
| All | +100.5% | +55.0% | +45.5% | +15.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling