+1.0%
NVDA vs SOXX
+50.4%
-49.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | 0.0% | -1.7% |
| 7D | -7.1% | -13.7% | +6.6% | -0.4% |
| 30D | -16.2% | -23.6% | +7.4% | -5.1% |
| 3M | -5.5% | -16.9% | +11.4% | +2.8% |
| 6M | +1.1% | -2.4% | +3.5% | -3.1% |
| YTD | +7.6% | +49.8% | -42.3% | -23.1% |
| 1Y | +1.0% | +52.5% | -51.6% | -29.0% |
| All | +1.0% | +50.4% | -49.5% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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