+610.9%
SOXL vs NVDX
+772.1%
-161.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.5% |
| 7D | +3.9% | -10.2% | +14.1% | +13.7% |
| 30D | -14.3% | -7.3% | -7.0% | -9.4% |
| 3M | -45.6% | +5.5% | -51.1% | -45.8% |
| 6M | +117.2% | +18.3% | +98.9% | +100.1% |
| YTD | +189.8% | +11.4% | +178.4% | +181.6% |
| 1Y | +317.7% | +12.7% | +305.1% | +305.3% |
| All | +610.9% | +772.1% | -161.2% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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