+136.1%
SOXL vs NU
+4.1%
+132.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +3.5% |
| 7D | +18.4% | -2.6% | +21.0% | +20.1% |
| 30D | -3.2% | +8.2% | -11.4% | -9.7% |
| 3M | -37.6% | +26.3% | -63.9% | -47.0% |
| 6M | +136.1% | +2.2% | +133.8% | +155.2% |
| All | +136.1% | +4.1% | +132.0% | +155.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling