+357.4%
SOXL vs NVS
+27.7%
+329.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.9% | +11.8% | +9.7% |
| 7D | +5.3% | +4.0% | +1.3% | +5.7% |
| 30D | -11.2% | +3.6% | -14.8% | -10.9% |
| 3M | -55.4% | +7.8% | -63.2% | -56.6% |
| 6M | +107.1% | -0.2% | +107.3% | +114.2% |
| YTD | +179.0% | +19.6% | +159.5% | +164.7% |
| 1Y | +357.4% | +28.4% | +329.0% | +337.1% |
| All | +357.4% | +27.7% | +329.6% | +337.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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