-99.7%
SOXS vs ACWI
+74.9%
-174.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | -2.8% |
| 7D | +3.2% | -0.2% | +3.4% | +9.9% |
| 30D | +61.0% | -3.3% | +64.3% | +47.0% |
| 3M | +24.0% | -3.4% | +27.4% | +16.9% |
| 6M | -35.9% | +0.8% | -36.7% | +6.7% |
| YTD | -90.9% | +10.7% | -101.6% | -67.1% |
| 1Y | -91.5% | +11.6% | -103.1% | -66.1% |
| 3Y | -99.7% | +73.4% | -173.1% | -47.9% |
| All | -99.7% | +74.9% | -174.6% | -47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling