+180.5%
NXT vs SOXQ
+290.8%
-110.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.3% |
| 7D | +2.9% | +5.3% | -2.4% | -0.4% |
| 30D | -17.2% | -3.7% | -13.5% | -15.3% |
| 3M | -32.0% | -7.8% | -24.2% | -28.6% |
| 6M | -15.8% | +58.4% | -74.1% | -35.1% |
| YTD | -1.9% | +68.1% | -70.1% | -26.4% |
| 1Y | +22.5% | +105.4% | -82.9% | -16.4% |
| 3Y | +100.5% | +239.2% | -138.7% | -0.2% |
| All | +180.5% | +290.8% | -110.3% | +32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling