+357.4%
SOXL vs BTG
+38.4%
+319.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.4% | +11.3% | +10.9% |
| 7D | +5.3% | -0.9% | +6.2% | +5.7% |
| 30D | -11.2% | +36.8% | -48.0% | -31.8% |
| 3M | -55.4% | +23.1% | -78.5% | -61.8% |
| 6M | +107.1% | +3.5% | +103.7% | +98.5% |
| YTD | +179.0% | +25.5% | +153.5% | +136.0% |
| 1Y | +357.4% | +40.1% | +317.3% | +275.5% |
| All | +357.4% | +38.4% | +319.0% | +275.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling