-69.4%
BTDR vs SOXQ
+45.5%
-114.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -1.9% |
| 7D | -17.6% | -12.1% | -5.5% | -3.0% |
| 30D | -40.3% | -22.0% | -18.2% | -18.4% |
| 3M | -42.6% | -15.6% | -27.0% | -27.9% |
| 6M | -46.3% | -2.4% | -43.9% | -46.7% |
| YTD | -41.7% | +45.4% | -87.1% | -64.6% |
| 1Y | -69.4% | +47.7% | -117.1% | -81.9% |
| All | -69.4% | +45.5% | -114.9% | -81.9% |
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