-100.0%
SOXS vs NU
+107.4%
-207.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.7% | -2.9% | -8.4% |
| 7D | -4.7% | -4.9% | +0.1% | -10.0% |
| 30D | +7.7% | +7.8% | -0.1% | +17.0% |
| 3M | -10.2% | +20.9% | -31.1% | +13.4% |
| 6M | -99.2% | +0.9% | -100.1% | -98.8% |
| YTD | -99.5% | -12.7% | -86.9% | -99.4% |
| 1Y | -99.8% | -6.4% | -93.4% | -99.6% |
| 3Y | -100.0% | +98.1% | -198.1% | -99.9% |
| All | -100.0% | +107.4% | -207.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling