+478.6%
SOXL vs NVMI
+207.9%
+270.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.7% | +2.5% |
| 7D | +3.9% | -0.1% | +3.9% | +4.3% |
| 30D | -14.3% | -8.4% | -5.9% | +1.3% |
| 3M | -45.6% | -33.6% | -12.1% | +29.0% |
| 6M | +117.2% | -14.7% | +131.9% | +287.8% |
| YTD | +189.8% | +13.2% | +176.6% | +240.8% |
| 1Y | +317.7% | +29.0% | +288.7% | +329.6% |
| 3Y | +478.6% | +215.0% | +263.6% | +83.4% |
| All | +478.6% | +207.9% | +270.8% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling