+433.9%
BTSG vs SOXQ
+173.4%
+260.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +0.9% |
| 7D | -3.3% | +0.8% | -4.1% | -3.5% |
| 30D | -1.6% | -4.6% | +3.0% | -0.1% |
| 3M | -6.9% | -10.2% | +3.3% | -4.5% |
| 6M | +42.1% | +49.7% | -7.6% | +19.9% |
| YTD | +56.8% | +67.2% | -10.4% | +27.6% |
| 1Y | +109.8% | +98.0% | +11.8% | +60.9% |
| All | +433.9% | +173.4% | +260.5% | +283.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling