+40.0%
BLDR vs SOXQ
+290.2%
-250.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.1% |
| 7D | -2.7% | +5.2% | -7.9% | -5.2% |
| 30D | -14.7% | -0.5% | -14.2% | -14.8% |
| 3M | -20.8% | -5.6% | -15.2% | -20.3% |
| 6M | -35.3% | +53.0% | -88.4% | -51.3% |
| YTD | -40.3% | +68.8% | -109.1% | -57.8% |
| 1Y | -56.3% | +105.7% | -162.0% | -72.9% |
| 3Y | -56.1% | +240.5% | -296.6% | -81.8% |
| 5Y | +12.9% | +266.8% | -253.9% | -55.4% |
| All | +40.0% | +290.2% | -250.2% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling