-99.2%
SOXS vs BTG
+3.0%
-102.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -5.9% | -5.2% |
| 7D | -4.7% | -3.8% | -1.0% | -7.9% |
| 30D | +7.7% | +3.6% | +4.1% | +12.1% |
| 3M | -10.2% | +32.0% | -42.2% | +22.9% |
| 6M | -99.2% | +3.4% | -102.6% | -98.6% |
| All | -99.2% | +3.0% | -102.2% | -98.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling