+317.7%
SOXL vs BTSG
+113.2%
+204.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.5% | +3.8% | +3.6% |
| 7D | +3.9% | -3.3% | +7.2% | +8.0% |
| 30D | -14.3% | -1.6% | -12.7% | -13.5% |
| 3M | -45.6% | -6.9% | -38.7% | -43.4% |
| 6M | +117.2% | +42.1% | +75.1% | +42.3% |
| YTD | +189.8% | +56.8% | +133.0% | +76.0% |
| 1Y | +317.7% | +109.8% | +207.9% | +103.8% |
| All | +317.7% | +113.2% | +204.6% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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