+426.2%
BTSG vs SOXQ
+168.6%
+257.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.6% | -4.0% | -5.7% |
| 7D | -5.8% | +2.3% | -8.1% | -6.5% |
| 30D | 0.0% | -3.9% | +3.9% | +1.3% |
| 3M | -4.5% | -4.7% | +0.3% | -4.1% |
| 6M | +40.0% | +47.9% | -7.9% | +18.6% |
| YTD | +54.6% | +64.3% | -9.8% | +26.5% |
| 1Y | +106.1% | +95.7% | +10.4% | +58.7% |
| All | +426.2% | +168.6% | +257.6% | +280.4% |
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