+32.8%
NSC vs SOXQ
+279.9%
-247.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.6% |
| 7D | -1.4% | +2.3% | -3.7% | -1.9% |
| 30D | -3.4% | -3.9% | +0.5% | -2.7% |
| 3M | +5.1% | -4.7% | +9.8% | +4.8% |
| 6M | +9.2% | +47.9% | -38.7% | -3.6% |
| YTD | +13.4% | +64.3% | -50.9% | -3.1% |
| 1Y | +20.8% | +95.7% | -74.9% | -2.3% |
| 3Y | +76.1% | +231.5% | -155.4% | +16.5% |
| 5Y | +45.3% | +255.0% | -209.7% | -10.4% |
| All | +32.8% | +279.9% | -247.1% | -19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling