-9.1%
NVTS vs SOXQ
+265.4%
-274.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.8% | +2.5% | +1.8% |
| 7D | -1.4% | +0.8% | -2.2% | -2.4% |
| 30D | -16.5% | -4.6% | -11.9% | -10.2% |
| 3M | -47.6% | -10.2% | -37.5% | -38.2% |
| 6M | +7.3% | +49.7% | -42.4% | -34.4% |
| YTD | +62.9% | +67.2% | -4.4% | -11.8% |
| 1Y | +91.3% | +98.0% | -6.7% | -15.7% |
| 3Y | +43.4% | +237.2% | -193.8% | -69.6% |
| All | -9.1% | +265.4% | -274.5% | -80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling