+19,165.6%
SOXL vs BTG
+403.2%
+18,762.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.9% | -5.1% | -7.3% |
| 7D | +8.5% | -5.5% | +13.9% | +10.1% |
| 30D | -13.0% | +6.1% | -19.1% | -14.4% |
| 3M | -35.9% | +38.6% | -74.6% | -41.5% |
| 6M | +112.1% | +0.7% | +111.4% | +113.1% |
| YTD | +175.4% | +20.3% | +155.1% | +165.2% |
| 1Y | +304.9% | +25.0% | +279.8% | +287.1% |
| 3Y | +448.6% | +97.3% | +351.3% | +365.5% |
| 5Y | +156.1% | +78.3% | +77.8% | +123.0% |
| 10Y | +4,957.3% | +151.6% | +4,805.7% | +3,966.3% |
| All | +19,165.6% | +403.2% | +18,762.4% | +9,007.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling