+1,022.8%
NBIS vs SOXX
+133.0%
+889.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.4% | -4.1% |
| 7D | -0.8% | +1.4% | -2.2% | -2.6% |
| 30D | -13.4% | -3.6% | -9.8% | -8.5% |
| 3M | +1.0% | -10.2% | +11.2% | +19.6% |
| 6M | +100.5% | +54.2% | +46.3% | +4.4% |
| YTD | +168.3% | +75.2% | +93.1% | +18.1% |
| 1Y | +151.8% | +107.5% | +44.3% | -13.1% |
| All | +1,022.8% | +133.0% | +889.8% | +328.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling