+14.9%
BTDR vs SOXQ
+232.9%
-218.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +2.0% | +1.6% |
| 7D | -3.4% | +0.8% | -4.2% | -4.1% |
| 30D | +32.6% | -4.6% | +37.2% | +40.5% |
| 3M | -32.2% | -10.2% | -22.1% | -24.1% |
| 6M | +52.4% | +49.7% | +2.7% | -7.4% |
| YTD | +6.7% | +67.2% | -60.6% | -43.1% |
| 1Y | -15.2% | +98.0% | -113.2% | -62.1% |
| 3Y | +14.9% | +237.2% | -222.3% | -75.0% |
| All | +14.9% | +232.9% | -218.0% | -75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling