+37.6%
BLDR vs SOXQ
+286.7%
-249.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +1.5% |
| 7D | -8.2% | +0.8% | -9.0% | -8.6% |
| 30D | -16.6% | -4.6% | -12.1% | -14.8% |
| 3M | -23.2% | -10.2% | -13.0% | -20.6% |
| 6M | -33.7% | +49.7% | -83.4% | -49.5% |
| YTD | -41.3% | +67.2% | -108.6% | -58.3% |
| 1Y | -58.8% | +98.0% | -156.8% | -73.8% |
| 3Y | -57.5% | +237.2% | -294.6% | -82.3% |
| 5Y | +12.9% | +261.3% | -248.4% | -55.2% |
| All | +37.6% | +286.7% | -249.0% | -45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling