+317.7%
SOXL vs NU
-5.9%
+323.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.7% | +7.9% | +7.8% |
| 7D | +3.9% | -4.9% | +8.8% | +8.8% |
| 30D | -14.3% | +7.8% | -22.1% | -22.9% |
| 3M | -45.6% | +20.9% | -66.5% | -56.7% |
| 6M | +117.2% | +0.9% | +116.3% | +115.7% |
| YTD | +189.8% | -12.7% | +202.5% | +254.7% |
| 1Y | +317.7% | -6.4% | +324.1% | +346.2% |
| All | +317.7% | -5.9% | +323.6% | +346.2% |
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