+478.6%
SOXL vs BTG
+94.8%
+383.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.9% | +5.0% |
| 7D | +3.9% | -3.8% | +7.6% | +6.3% |
| 30D | -14.3% | +3.6% | -17.9% | -16.5% |
| 3M | -45.6% | +32.0% | -77.6% | -55.1% |
| 6M | +117.2% | +3.4% | +113.8% | +111.6% |
| YTD | +189.8% | +20.8% | +169.1% | +160.4% |
| 1Y | +317.7% | +22.4% | +295.3% | +270.0% |
| 3Y | +478.6% | +91.7% | +386.9% | +292.7% |
| All | +478.6% | +94.8% | +383.8% | +292.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling