-99.8%
SOXS vs ACWI
+23.6%
-123.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | 0.0% | -10.2% | -10.4% |
| 7D | -7.0% | +0.5% | -7.5% | -3.4% |
| 30D | +2.8% | +0.9% | +1.9% | +11.3% |
| 3M | -9.8% | +2.4% | -12.2% | +47.1% |
| 6M | -99.2% | +12.4% | -111.6% | -93.6% |
| YTD | -99.5% | +15.2% | -114.7% | -94.9% |
| 1Y | -99.8% | +22.7% | -122.5% | -96.5% |
| All | -99.8% | +23.6% | -123.4% | -96.5% |
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