+449.8%
SOXL vs BLDR
-58.1%
+507.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.9% | -4.1% | -4.7% |
| 7D | +8.5% | -8.1% | +16.6% | +16.3% |
| 30D | -13.0% | -21.5% | +8.5% | +5.4% |
| 3M | -35.9% | -21.0% | -14.9% | -23.4% |
| 6M | +112.1% | -37.1% | +149.1% | +210.2% |
| YTD | +175.4% | -42.7% | +218.1% | +324.3% |
| 1Y | +304.9% | -58.0% | +362.8% | +721.4% |
| All | +449.8% | -58.1% | +507.9% | +958.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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