+90.3%
NXT vs SOXQ
+227.1%
-136.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | +0.4% |
| 7D | -2.6% | +2.3% | -4.9% | -4.0% |
| 30D | -22.4% | -3.9% | -18.5% | -20.5% |
| 3M | -27.3% | -4.7% | -22.6% | -25.2% |
| 6M | -28.5% | +47.9% | -76.4% | -43.0% |
| YTD | -6.6% | +64.3% | -70.9% | -29.4% |
| 1Y | +20.4% | +95.7% | -75.4% | -16.3% |
| All | +90.3% | +227.1% | -136.8% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling