+384.6%
NVDA vs SOXX
+222.5%
+162.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -1.6% |
| 7D | -5.1% | +1.4% | -6.5% | -6.3% |
| 30D | -2.5% | -3.6% | +1.1% | +0.3% |
| 3M | +6.7% | -10.2% | +16.8% | +12.7% |
| 6M | +17.6% | +54.2% | -36.6% | -29.2% |
| YTD | +17.3% | +75.2% | -57.9% | -38.7% |
| 1Y | +23.5% | +107.5% | -84.0% | -46.8% |
| 3Y | +384.6% | +226.8% | +157.9% | +36.7% |
| All | +384.6% | +222.5% | +162.1% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling