-8.2%
NVO vs SOXQ
+45.5%
-53.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.1% | +8.1% | +5.0% |
| 7D | +10.2% | -12.1% | +22.3% | +10.6% |
| 30D | +12.4% | -22.0% | +34.4% | +13.5% |
| 3M | -3.5% | -15.6% | +12.1% | -3.1% |
| 6M | -3.8% | -2.4% | -1.4% | -12.9% |
| YTD | -13.0% | +45.4% | -58.3% | -33.3% |
| 1Y | -8.2% | +47.7% | -55.9% | -29.9% |
| All | -8.2% | +45.5% | -53.7% | -29.9% |
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