+15.3%
BTDR vs SOXQ
+276.9%
-261.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.6% | -3.9% | -4.5% |
| 7D | -3.2% | +2.3% | -5.5% | -4.7% |
| 30D | +32.7% | -3.9% | +36.6% | +37.2% |
| 3M | -28.4% | -4.7% | -23.7% | -25.3% |
| 6M | +51.7% | +47.9% | +3.8% | +18.8% |
| YTD | +2.9% | +64.3% | -61.5% | -24.3% |
| 1Y | -15.5% | +95.7% | -111.2% | -43.0% |
| 3Y | 0.0% | +231.5% | -231.5% | -40.5% |
| 5Y | +16.5% | +255.0% | -238.5% | -30.8% |
| All | +15.3% | +276.9% | -261.6% | -30.8% |
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