+357.4%
SOXL vs NU
+3.6%
+353.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.0% | +11.9% | +11.8% |
| 7D | +5.3% | +7.5% | -2.1% | -2.7% |
| 30D | -11.2% | +6.1% | -17.3% | -17.9% |
| 3M | -55.4% | +26.8% | -82.2% | -65.7% |
| 6M | +107.1% | +2.5% | +104.7% | +106.4% |
| YTD | +179.0% | -8.2% | +187.2% | +225.6% |
| 1Y | +357.4% | +3.4% | +354.0% | +370.4% |
| All | +357.4% | +3.6% | +353.8% | +370.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling