-54.1%
BLDR vs SOXQ
+111.3%
-165.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.4% | -0.8% | +1.6% |
| 7D | -2.8% | +2.3% | -5.2% | -3.4% |
| 30D | -13.3% | -2.3% | -11.0% | -12.8% |
| 3M | -12.3% | -13.8% | +1.5% | -9.6% |
| 6M | -31.5% | +48.6% | -80.1% | -43.0% |
| YTD | -36.1% | +66.0% | -102.0% | -48.9% |
| 1Y | -54.1% | +107.9% | -162.0% | -70.2% |
| All | -54.1% | +111.3% | -165.4% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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