-99.8%
SOXS vs NU
+3.6%
-103.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -2.0% | -8.2% | -12.3% |
| 7D | -7.0% | +7.5% | -14.5% | +0.7% |
| 30D | +2.8% | +6.1% | -3.4% | +9.0% |
| 3M | -9.8% | +26.8% | -36.7% | +24.1% |
| 6M | -99.2% | +2.5% | -101.7% | -98.7% |
| YTD | -99.5% | -8.2% | -91.3% | -99.3% |
| 1Y | -99.8% | +3.4% | -103.1% | -99.6% |
| All | -99.8% | +3.6% | -103.3% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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