+14,546.7%
NVDA vs SOXX
+1,581.3%
+12,965.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -2.1% |
| 7D | -5.1% | +1.4% | -6.5% | -6.7% |
| 30D | -2.5% | -3.6% | +1.1% | +1.2% |
| 3M | +6.7% | -10.2% | +16.8% | +13.6% |
| 6M | +17.6% | +54.2% | -36.6% | -37.8% |
| YTD | +17.3% | +75.2% | -57.9% | -47.6% |
| 1Y | +23.5% | +107.5% | -84.0% | -56.0% |
| 3Y | +384.6% | +226.8% | +157.9% | -3.5% |
| 5Y | +875.4% | +251.2% | +624.2% | +92.4% |
| All | +14,546.7% | +1,581.3% | +12,965.4% | +150.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling