-46.4%
ACM vs SOXQ
+111.3%
-157.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.7% | -0.8% |
| 7D | -3.7% | +2.3% | -6.1% | -4.0% |
| 30D | -11.1% | -2.3% | -8.9% | -11.0% |
| 3M | -8.0% | -13.8% | +5.8% | -6.6% |
| 6M | -29.7% | +48.6% | -78.3% | -39.8% |
| YTD | -29.4% | +66.0% | -95.4% | -41.8% |
| 1Y | -46.4% | +107.9% | -154.3% | -63.4% |
| All | -46.4% | +111.3% | -157.8% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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