+346.6%
SOXX vs NU
-24.4%
+371.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.3% | -6.4% | -3.9% |
| 7D | +158.9% | +0.2% | +158.7% | +158.8% |
| 30D | +129.2% | -21.0% | +150.2% | +140.0% |
| 3M | +149.7% | -16.3% | +166.0% | +155.5% |
| 6M | +193.4% | -15.3% | +208.8% | +200.7% |
| YTD | +351.0% | -28.4% | +379.4% | +394.3% |
| All | +346.6% | -24.4% | +371.0% | +372.7% |
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