+172.1%
NXT vs SOXQ
+288.7%
-116.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +0.8% |
| 7D | -1.9% | +0.8% | -2.7% | -2.4% |
| 30D | -20.0% | -4.6% | -15.5% | -17.7% |
| 3M | -30.7% | -10.2% | -20.6% | -26.3% |
| 6M | -29.0% | +49.7% | -78.6% | -43.6% |
| YTD | -4.8% | +67.2% | -72.1% | -28.4% |
| 1Y | +22.8% | +98.0% | -75.2% | -14.7% |
| 3Y | +93.9% | +237.2% | -143.2% | -3.2% |
| All | +172.1% | +288.7% | -116.6% | +28.8% |
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