+40.6%
NVDL vs SOXQ
+111.3%
-70.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.4% | -1.7% | -1.9% |
| 7D | +11.7% | +2.3% | +9.3% | +9.0% |
| 30D | +7.8% | -2.3% | +10.1% | +11.3% |
| 3M | +3.3% | -13.8% | +17.1% | +19.5% |
| 6M | +38.9% | +48.6% | -9.7% | -24.4% |
| YTD | +28.5% | +66.0% | -37.5% | -39.8% |
| 1Y | +40.6% | +107.9% | -67.3% | -54.6% |
| All | +40.6% | +111.3% | -70.7% | -54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling