-99.8%
SOXS vs ACWI
+20.9%
-120.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -6.7% |
| 7D | -16.6% | 0.0% | -16.6% | -17.2% |
| 30D | -4.4% | -0.6% | -3.8% | -8.4% |
| 3M | -26.2% | +4.3% | -30.5% | +29.7% |
| 6M | -99.3% | +12.7% | -111.9% | -94.3% |
| YTD | -99.5% | +13.9% | -113.5% | -95.7% |
| 1Y | -99.8% | +20.5% | -120.3% | -96.7% |
| All | -99.8% | +20.9% | -120.6% | -96.7% |
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