+96.9%
SOXL vs NU
+33.3%
+63.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +3.8% |
| 7D | +18.4% | -2.6% | +21.0% | +20.5% |
| 30D | -3.2% | +8.2% | -11.4% | -10.2% |
| 3M | -37.6% | +26.3% | -63.9% | -48.3% |
| 6M | +136.1% | +2.2% | +133.8% | +129.1% |
| YTD | +199.5% | -10.4% | +209.9% | +227.1% |
| 1Y | +363.2% | -3.0% | +366.2% | +382.3% |
| 3Y | +496.5% | +120.3% | +376.2% | +263.7% |
| All | +96.9% | +33.3% | +63.5% | +34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling