+229.8%
SOXX vs ACWI
+75.1%
+154.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +2.0% |
| 7D | +6.1% | 0.0% | +6.1% | +6.0% |
| 30D | +0.5% | -0.6% | +1.1% | +1.8% |
| 3M | -5.3% | +4.3% | -9.6% | -12.0% |
| 6M | +58.3% | +12.7% | +45.7% | +27.4% |
| YTD | +76.8% | +13.9% | +62.9% | +39.7% |
| 1Y | +114.6% | +20.5% | +94.1% | +52.5% |
| All | +229.8% | +75.1% | +154.7% | +23.7% |
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 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