+1,129.2%
NVDA vs SOXQ
+279.9%
+849.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.3% | +0.4% |
| 7D | -4.4% | +2.3% | -6.7% | -6.8% |
| 30D | +0.4% | -3.9% | +4.3% | +4.5% |
| 3M | +9.0% | -4.7% | +13.7% | +8.5% |
| 6M | +18.3% | +47.9% | -29.6% | -32.8% |
| YTD | +17.2% | +64.3% | -47.1% | -42.0% |
| 1Y | +23.3% | +95.7% | -72.4% | -51.7% |
| 3Y | +380.0% | +231.5% | +148.5% | -6.4% |
| 5Y | +874.6% | +255.0% | +619.6% | +91.6% |
| All | +1,129.2% | +279.9% | +849.3% | +130.0% |
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