+478.6%
SOXL vs NVO
-51.9%
+530.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.1% | +7.4% | +6.4% |
| 7D | +3.9% | -7.6% | +11.4% | +8.3% |
| 30D | -14.3% | -6.0% | -8.3% | -12.0% |
| 3M | -45.6% | -0.8% | -44.8% | -48.6% |
| 6M | +117.2% | +16.5% | +100.7% | +84.2% |
| YTD | +189.8% | -11.1% | +201.0% | +184.7% |
| 1Y | +317.7% | -16.7% | +334.5% | +332.0% |
| 3Y | +478.6% | -52.9% | +531.5% | +926.8% |
| All | +478.6% | -51.9% | +530.5% | +926.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling