+1,507.2%
SOXX vs ACWI
+230.9%
+1,276.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -1.3% |
| 7D | +3.0% | -1.9% | +5.0% | +6.4% |
| 30D | -3.1% | -1.3% | -1.8% | -1.0% |
| 3M | -4.4% | +5.0% | -9.4% | -10.4% |
| 6M | +52.9% | +11.7% | +41.2% | +31.3% |
| YTD | +72.0% | +13.0% | +59.0% | +45.8% |
| 1Y | +105.1% | +19.2% | +85.9% | +60.8% |
| 3Y | +220.6% | +75.0% | +145.6% | +46.2% |
| 5Y | +244.8% | +67.1% | +177.7% | +75.3% |
| All | +1,507.2% | +230.9% | +1,276.3% | +258.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling