+12.7%
NVDX vs SOXQ
+98.3%
-85.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -2.2% |
| 7D | -10.2% | +0.8% | -11.0% | -11.0% |
| 30D | -7.3% | -4.6% | -2.8% | -2.3% |
| 3M | +5.5% | -10.2% | +15.7% | +16.5% |
| 6M | +18.3% | +49.7% | -31.4% | -36.3% |
| YTD | +11.4% | +67.2% | -55.8% | -48.4% |
| 1Y | +12.7% | +98.0% | -85.3% | -56.4% |
| All | +12.7% | +98.3% | -85.7% | -56.4% |
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