+357.4%
SOXL vs NVMI
+53.9%
+303.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.5% | +4.4% | -0.9% |
| 7D | +5.3% | +6.6% | -1.3% | -7.1% |
| 30D | -11.2% | -7.5% | -3.7% | +4.3% |
| 3M | -55.4% | -28.5% | -26.9% | +7.7% |
| 6M | +107.1% | -15.7% | +122.9% | +299.7% |
| YTD | +179.0% | +13.3% | +165.7% | +233.9% |
| 1Y | +357.4% | +48.3% | +309.1% | +368.9% |
| All | +357.4% | +53.9% | +303.5% | +368.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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