+3.1%
BTDR vs SOXQ
+111.3%
-108.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.4% | +0.6% | -0.2% |
| 7D | +20.0% | +2.3% | +17.6% | +16.8% |
| 30D | +11.9% | -2.3% | +14.2% | +16.2% |
| 3M | -36.9% | -13.8% | -23.2% | -26.9% |
| 6M | +56.5% | +48.6% | +7.9% | -16.4% |
| YTD | +10.4% | +66.0% | -55.6% | -50.3% |
| 1Y | +3.1% | +107.9% | -104.8% | -56.7% |
| All | +3.1% | +111.3% | -108.2% | -56.7% |
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 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