+70,668.2%
NVDA vs SOXX
+2,514.7%
+68,153.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.5% | +0.9% |
| 7D | -4.3% | +3.0% | -7.3% | -7.8% |
| 30D | +0.5% | -3.1% | +3.6% | +4.0% |
| 3M | +9.1% | -4.4% | +13.5% | +7.4% |
| 6M | +18.5% | +52.9% | -34.4% | -36.9% |
| YTD | +17.4% | +72.0% | -54.6% | -46.5% |
| 1Y | +23.4% | +105.1% | -81.7% | -55.3% |
| 3Y | +380.6% | +220.6% | +160.0% | +0.5% |
| 5Y | +875.7% | +244.8% | +630.9% | +104.3% |
| 10Y | +14,854.2% | +1,537.1% | +13,317.0% | +408.1% |
| All | +70,668.2% | +2,514.7% | +68,153.6% | +1,382.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling