+41.8%
NTRS vs SOXQ
+47.3%
-5.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.1% | +6.3% | +3.6% |
| 7D | +3.6% | -12.1% | +15.7% | +5.7% |
| 30D | +4.3% | -22.0% | +26.3% | +8.4% |
| 3M | -1.9% | -15.6% | +13.6% | +0.5% |
| 6M | +11.4% | -2.4% | +13.8% | +6.9% |
| YTD | +32.3% | +45.4% | -13.1% | +11.6% |
| All | +41.8% | +47.3% | -5.5% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling