-54.2%
NVD vs SOXQ
+98.3%
-152.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +2.1% |
| 7D | +10.8% | +0.8% | +10.1% | +11.8% |
| 30D | +0.8% | -4.6% | +5.3% | -2.5% |
| 3M | -20.8% | -10.2% | -10.7% | -23.9% |
| 6M | -41.2% | +49.7% | -90.8% | +20.6% |
| YTD | -44.2% | +67.2% | -111.4% | +39.6% |
| 1Y | -54.2% | +98.0% | -152.2% | +47.8% |
| All | -54.2% | +98.3% | -152.5% | +47.8% |
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