+45.4%
NU vs SOXQ
+205.9%
-160.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.8% | +1.6% |
| 7D | -4.2% | +2.3% | -6.5% | -5.6% |
| 30D | +10.0% | -3.9% | +13.9% | +12.2% |
| 3M | +29.3% | -4.7% | +34.0% | +28.2% |
| 6M | +0.9% | +47.9% | -46.9% | -27.9% |
| YTD | -10.3% | +64.3% | -74.6% | -40.5% |
| 1Y | -3.2% | +95.7% | -98.9% | -43.8% |
| 3Y | +120.6% | +231.5% | -111.0% | -23.1% |
| All | +45.4% | +205.9% | -160.5% | -45.1% |
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 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