-10.8%
NVTS vs SOXQ
+45.5%
-56.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -3.1% | +12.1% | +14.0% |
| 7D | -0.3% | -12.1% | +11.8% | +22.3% |
| 30D | -24.4% | -22.0% | -2.3% | +14.1% |
| 3M | -26.5% | -15.6% | -10.9% | -1.6% |
| 6M | -41.4% | -2.4% | -39.0% | -40.7% |
| YTD | +30.7% | +45.4% | -14.7% | -33.4% |
| 1Y | -10.8% | +47.7% | -58.5% | -55.9% |
| All | -10.8% | +45.5% | -56.3% | -55.9% |
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