-99.8%
SOXS vs BTG
+38.4%
-138.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -1.4% | -8.8% | -11.3% |
| 7D | -7.0% | -0.9% | -6.1% | -7.5% |
| 30D | +2.8% | +36.8% | -34.0% | +35.3% |
| 3M | -9.8% | +23.1% | -32.9% | +15.3% |
| 6M | -99.2% | +3.5% | -102.7% | -98.6% |
| YTD | -99.5% | +25.5% | -125.0% | -99.0% |
| 1Y | -99.8% | +40.1% | -139.9% | -99.5% |
| All | -99.8% | +38.4% | -138.2% | -99.5% |
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