+52.5%
SOXX vs ACWI
+14.9%
+37.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -7.4% |
| 7D | -13.7% | -0.5% | -13.2% | -12.6% |
| 30D | -23.6% | -1.6% | -22.0% | -20.0% |
| 3M | -16.9% | -1.3% | -15.5% | -13.4% |
| 6M | -2.4% | +5.8% | -8.3% | -10.9% |
| YTD | +49.8% | +12.7% | +37.1% | +20.7% |
| 1Y | +52.5% | +15.0% | +37.5% | +17.5% |
| All | +52.5% | +14.9% | +37.6% | +17.5% |
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