-32.5%
NVDL vs SOXQ
+29.4%
-61.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.6% | -12.1% | -6.5% | -5.7% |
| 7D | -28.8% | -21.6% | -7.2% | -7.1% |
| 30D | -44.0% | -31.7% | -12.3% | -15.6% |
| 3M | -35.6% | -24.8% | -10.8% | -11.5% |
| 6M | -25.3% | -17.7% | -7.6% | -13.3% |
| YTD | -23.3% | +27.7% | -51.0% | -52.7% |
| 1Y | -32.5% | +26.0% | -58.5% | -57.5% |
| All | -32.5% | +29.4% | -61.9% | -57.5% |
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