+33.6%
BTG vs SOXQ
+279.9%
-246.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.3% | -2.1% |
| 7D | -5.5% | +2.3% | -7.8% | -6.1% |
| 30D | +6.1% | -3.9% | +10.0% | +7.3% |
| 3M | +38.6% | -4.7% | +43.4% | +39.1% |
| 6M | +0.7% | +47.9% | -47.2% | -11.3% |
| YTD | +20.3% | +64.3% | -44.0% | +3.4% |
| 1Y | +25.0% | +95.7% | -70.7% | +2.8% |
| 3Y | +97.3% | +231.5% | -134.2% | +37.7% |
| 5Y | +78.3% | +255.0% | -176.7% | +9.1% |
| All | +33.6% | +279.9% | -246.3% | -20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling