+117.2%
SOXL vs NVS
-12.1%
+129.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.1% |
| 7D | +3.9% | -14.3% | +18.1% | -3.2% |
| 30D | -14.3% | -10.0% | -4.4% | -17.2% |
| 3M | -45.6% | -10.9% | -34.7% | -46.7% |
| 6M | +117.2% | -12.0% | +129.2% | +142.7% |
| All | +117.2% | -12.1% | +129.3% | +142.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling