+247.9%
SOXX vs BLDR
+10.9%
+237.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.0% |
| 7D | +1.4% | -8.2% | +9.6% | +4.5% |
| 30D | -3.6% | -16.6% | +13.1% | +2.6% |
| 3M | -10.2% | -23.2% | +13.0% | -2.6% |
| 6M | +54.2% | -33.7% | +88.0% | +75.5% |
| YTD | +75.2% | -41.3% | +116.5% | +106.1% |
| 1Y | +107.5% | -58.8% | +166.3% | +178.5% |
| 3Y | +226.8% | -57.5% | +284.2% | +298.6% |
| All | +247.9% | +10.9% | +237.0% | +147.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling