-30.2%
NVD vs SOXQ
+45.5%
-75.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.1% | +9.6% | +3.2% |
| 7D | +15.0% | -12.1% | +27.1% | +1.7% |
| 30D | +39.3% | -22.0% | +61.3% | +10.8% |
| 3M | +3.1% | -15.6% | +18.7% | -8.4% |
| 6M | -19.0% | -2.4% | -16.6% | -4.4% |
| YTD | -35.5% | +45.4% | -80.9% | +43.0% |
| 1Y | -30.2% | +47.7% | -77.9% | +64.5% |
| All | -30.2% | +45.5% | -75.6% | +64.5% |
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