+55.9%
SOXL vs BTI
+24.7%
+31.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.4% | -12.2% | -5.5% |
| 7D | -37.9% | +5.3% | -43.2% | -34.3% |
| 30D | -59.4% | +19.1% | -78.5% | -52.2% |
| 3M | -52.3% | +6.5% | -58.8% | -46.5% |
| 6M | -47.7% | +9.4% | -57.1% | -44.0% |
| YTD | +58.8% | +14.4% | +44.4% | +64.0% |
| 1Y | +55.9% | +23.9% | +32.0% | +47.4% |
| All | +55.9% | +24.7% | +31.2% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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