+226.8%
SOXX vs BLDR
-57.1%
+283.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.2% |
| 7D | +1.4% | -8.2% | +9.6% | +3.9% |
| 30D | -3.6% | -16.6% | +13.1% | +1.3% |
| 3M | -10.2% | -23.2% | +13.0% | -3.9% |
| 6M | +54.2% | -33.7% | +88.0% | +71.2% |
| YTD | +75.2% | -41.3% | +116.5% | +99.7% |
| 1Y | +107.5% | -58.8% | +166.3% | +163.4% |
| 3Y | +226.8% | -57.5% | +284.2% | +284.7% |
| All | +226.8% | -57.1% | +283.9% | +284.7% |
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