+34.1%
BTG vs SOXQ
+286.7%
-252.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | -0.2% |
| 7D | -3.8% | +0.8% | -4.5% | -4.0% |
| 30D | +3.6% | -4.6% | +8.2% | +5.0% |
| 3M | +32.0% | -10.2% | +42.2% | +34.8% |
| 6M | +3.4% | +49.7% | -46.3% | -9.3% |
| YTD | +20.8% | +67.2% | -46.5% | +3.2% |
| 1Y | +22.4% | +98.0% | -75.6% | +0.3% |
| 3Y | +91.7% | +237.2% | -145.4% | +33.1% |
| 5Y | +79.0% | +261.3% | -182.3% | +8.9% |
| All | +34.1% | +286.7% | -252.6% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling