+103.7%
SOXX vs ACWI
+18.7%
+85.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -0.6% |
| 7D | +3.0% | -1.9% | +5.0% | +8.2% |
| 30D | -3.1% | -1.3% | -1.8% | +0.1% |
| 3M | -4.4% | +5.0% | -9.4% | -13.4% |
| 6M | +52.9% | +11.7% | +41.2% | +24.3% |
| YTD | +72.0% | +13.0% | +59.0% | +36.0% |
| All | +103.7% | +18.7% | +85.0% | +45.1% |
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