-99.1%
NVD vs SOXQ
+232.9%
-332.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +3.2% |
| 7D | +10.8% | +0.8% | +10.1% | +12.3% |
| 30D | +0.8% | -4.6% | +5.3% | -5.0% |
| 3M | -20.8% | -10.2% | -10.7% | -29.3% |
| 6M | -41.2% | +49.7% | -90.8% | +50.3% |
| YTD | -44.2% | +67.2% | -111.4% | +87.1% |
| 1Y | -54.2% | +98.0% | -152.2% | +135.7% |
| 3Y | -99.1% | +237.2% | -336.3% | -72.1% |
| All | -99.1% | +232.9% | -332.0% | -72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling