+112.1%
SOXL vs NBIS
+139.8%
-27.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.1% | -2.9% | -4.7% |
| 7D | +8.5% | +8.3% | +0.2% | +3.1% |
| 30D | -13.0% | +18.1% | -31.0% | -24.8% |
| 3M | -35.9% | +7.8% | -43.7% | -37.9% |
| 6M | +112.1% | +136.6% | -24.5% | +26.3% |
| All | +112.1% | +139.8% | -27.7% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIS.
Daily Out/Under-Performance
Portfolio return minus NBIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIS 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 6mo: compounded portfolio wealth divided by compounded NBIS 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…
6mo analysis · Full analysis span regression · 6 months rolling