+41.6%
NTR vs SOXQ
+286.7%
-245.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.1% | -0.7% |
| 7D | -1.3% | +0.8% | -2.0% | -1.4% |
| 30D | +16.8% | -4.6% | +21.3% | +17.6% |
| 3M | +20.7% | -10.2% | +30.9% | +22.0% |
| 6M | +0.5% | +49.7% | -49.1% | -9.3% |
| YTD | +29.2% | +67.2% | -38.1% | +13.3% |
| 1Y | +39.6% | +98.0% | -58.4% | +17.1% |
| 3Y | +37.9% | +237.2% | -199.3% | -4.3% |
| 5Y | +47.1% | +261.3% | -214.2% | -5.7% |
| All | +41.6% | +286.7% | -245.1% | -9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling