+41.5%
NU vs SOXQ
+211.3%
-169.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.4% | -3.7% |
| 7D | -4.9% | +0.8% | -5.6% | -5.4% |
| 30D | +7.8% | -4.6% | +12.4% | +10.3% |
| 3M | +20.9% | -10.2% | +31.1% | +24.7% |
| 6M | +0.9% | +49.7% | -48.8% | -28.4% |
| YTD | -12.7% | +67.2% | -79.9% | -42.7% |
| 1Y | -6.4% | +98.0% | -104.4% | -46.0% |
| 3Y | +98.1% | +237.2% | -139.1% | -31.6% |
| All | +41.5% | +211.3% | -169.8% | -47.1% |
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