+33.0%
NVDX vs SOXQ
+111.3%
-78.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.4% | -1.9% | -2.1% |
| 7D | +11.6% | +2.3% | +9.3% | +8.9% |
| 30D | +7.5% | -2.3% | +9.8% | +10.9% |
| 3M | +2.1% | -13.8% | +15.9% | +18.3% |
| 6M | +35.5% | +48.6% | -13.1% | -26.3% |
| YTD | +24.1% | +66.0% | -41.9% | -42.0% |
| 1Y | +33.0% | +107.9% | -74.9% | -57.3% |
| All | +33.0% | +111.3% | -78.4% | -57.3% |
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