+1,392.2%
SOXL vs NVT
+694.8%
+697.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.1% | -5.9% | -4.3% |
| 7D | +8.5% | +2.0% | +6.4% | +4.9% |
| 30D | -13.0% | -7.2% | -5.8% | -0.2% |
| 3M | -35.9% | -0.9% | -35.0% | -23.8% |
| 6M | +112.1% | +42.6% | +69.5% | +49.4% |
| YTD | +175.4% | +52.9% | +122.5% | +77.9% |
| 1Y | +304.9% | +64.5% | +240.4% | +141.3% |
| 3Y | +448.6% | +178.0% | +270.6% | +71.0% |
| 5Y | +156.1% | +402.8% | -246.7% | -59.5% |
| All | +1,392.2% | +694.8% | +697.3% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 all: compounded portfolio wealth divided by compounded NVT 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…
all analysis · Full analysis span regression · 6 months rolling