-99.1%
NVD vs SOXQ
+228.0%
-327.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.6% | +7.1% | 0.0% |
| 7D | +9.0% | +2.3% | +6.7% | +13.4% |
| 30D | -5.5% | -3.9% | -1.6% | -9.6% |
| 3M | -24.6% | -4.7% | -19.9% | -24.7% |
| 6M | -42.1% | +47.9% | -90.0% | +44.9% |
| YTD | -44.3% | +64.3% | -108.7% | +80.5% |
| 1Y | -54.2% | +95.7% | -149.9% | +130.4% |
| 3Y | -99.1% | +231.5% | -330.6% | -72.5% |
| All | -99.1% | +228.0% | -327.1% | -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 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