+107.5%
SOXX vs NU
-5.9%
+113.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.5% | +2.7% |
| 7D | +1.4% | -4.9% | +6.3% | +3.0% |
| 30D | -3.6% | +7.8% | -11.4% | -6.7% |
| 3M | -10.2% | +20.9% | -31.1% | -16.7% |
| 6M | +54.2% | +0.9% | +53.3% | +53.4% |
| YTD | +75.2% | -12.7% | +87.9% | +85.5% |
| 1Y | +107.5% | -6.4% | +113.9% | +108.1% |
| All | +107.5% | -5.9% | +113.4% | +108.1% |
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