+97.2%
NI vs SOXQ
+258.1%
-161.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.2% |
| 7D | 0.0% | +0.8% | -0.7% | 0.0% |
| 30D | -1.4% | -4.6% | +3.2% | -1.1% |
| 3M | -10.6% | -10.2% | -0.4% | -10.2% |
| 6M | -9.3% | +49.7% | -59.0% | -13.3% |
| YTD | +1.1% | +67.2% | -66.1% | -4.3% |
| 1Y | +3.4% | +98.0% | -94.6% | -3.9% |
| 3Y | +67.9% | +237.2% | -169.3% | +43.7% |
| All | +97.2% | +258.1% | -161.0% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 5y: compounded portfolio wealth divided by compounded SOXQ 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…
5y analysis · Full analysis span regression · 6 months rolling