-100.0%
SOXS vs BLDR
-58.1%
-41.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.9% | +12.0% | +4.7% |
| 7D | -9.4% | -8.1% | -1.3% | -15.5% |
| 30D | +6.2% | -21.5% | +27.6% | -13.9% |
| 3M | -28.0% | -21.0% | -7.1% | -38.8% |
| 6M | -99.2% | -37.1% | -62.1% | -99.4% |
| YTD | -99.5% | -42.7% | -56.8% | -99.6% |
| 1Y | -99.7% | -58.0% | -41.8% | -99.9% |
| All | -100.0% | -58.1% | -41.9% | -100.0% |
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