+162.3%
SOXL vs BTDR
+20.7%
+141.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.7% | +1.5% | +4.1% |
| 7D | +3.9% | -3.4% | +7.3% | +5.1% |
| 30D | -14.3% | +32.6% | -46.9% | -21.7% |
| 3M | -45.6% | -32.2% | -13.4% | -38.6% |
| 6M | +117.2% | +52.4% | +64.8% | +102.2% |
| YTD | +189.8% | +6.7% | +183.2% | +192.1% |
| 1Y | +317.7% | -15.2% | +333.0% | +337.9% |
| 3Y | +478.6% | +14.9% | +463.7% | +411.9% |
| All | +162.3% | +20.7% | +141.6% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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