+4,921.3%
SOXL vs NVO
+143.1%
+4,778.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.1% | +7.4% | +6.9% |
| 7D | +3.9% | -7.6% | +11.4% | +10.3% |
| 30D | -14.3% | -6.0% | -8.3% | -11.0% |
| 3M | -45.6% | -0.8% | -44.8% | -49.3% |
| 6M | +117.2% | +16.5% | +100.7% | +75.8% |
| YTD | +189.8% | -11.1% | +201.0% | +184.8% |
| 1Y | +317.7% | -16.7% | +334.5% | +334.4% |
| 3Y | +478.6% | -52.9% | +531.5% | +836.9% |
| 5Y | +169.5% | -3.0% | +172.5% | +71.6% |
| All | +4,921.3% | +143.1% | +4,778.2% | +1,386.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 10y: compounded portfolio wealth divided by compounded NVO 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…
10y analysis · Full analysis span regression · 6 months rolling