-91.6%
SOXS vs ACWI
+14.9%
-106.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.1% | +21.4% |
| 7D | +46.7% | -0.5% | +47.1% | +42.3% |
| 30D | +97.0% | -1.6% | +98.6% | +82.2% |
| 3M | +39.5% | -1.3% | +40.9% | +37.5% |
| 6M | -54.9% | +5.8% | -60.8% | -0.5% |
| YTD | -90.4% | +12.7% | -103.1% | -63.0% |
| 1Y | -91.6% | +15.0% | -106.7% | -60.5% |
| All | -91.6% | +14.9% | -106.5% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling