+478.6%
SOXL vs NVD
-99.1%
+577.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +5.0% | +5.5% |
| 7D | +3.9% | +10.8% | -7.0% | +13.7% |
| 30D | -14.3% | +0.8% | -15.1% | -10.3% |
| 3M | -45.6% | -20.8% | -24.8% | -46.9% |
| 6M | +117.2% | -41.2% | +158.3% | +92.5% |
| YTD | +189.8% | -44.2% | +234.0% | +167.7% |
| 1Y | +317.7% | -54.2% | +371.9% | +276.2% |
| 3Y | +478.6% | -99.1% | +577.8% | -3.4% |
| All | +478.6% | -99.1% | +577.7% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 3y: compounded portfolio wealth divided by compounded NVD 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…
3y analysis · Full analysis span regression · 6 months rolling