+113.9%
SOXX vs NVDL
+42.2%
+71.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +2.9% |
| 7D | +2.2% | +11.7% | -9.5% | -1.7% |
| 30D | -2.0% | +7.8% | -9.9% | -5.2% |
| 3M | -13.7% | +3.3% | -17.0% | -16.1% |
| 6M | +52.4% | +38.9% | +13.5% | +31.6% |
| YTD | +72.8% | +28.5% | +44.3% | +51.1% |
| 1Y | +113.9% | +40.6% | +73.3% | +85.8% |
| All | +113.9% | +42.2% | +71.7% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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