+3.0%
ACM vs SOXQ
+286.7%
-283.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.8% | +0.5% |
| 7D | -4.6% | +0.8% | -5.3% | -4.8% |
| 30D | +4.1% | -4.6% | +8.7% | +5.3% |
| 3M | -8.3% | -10.2% | +1.9% | -6.9% |
| 6M | -30.1% | +49.7% | -79.7% | -40.8% |
| YTD | -32.6% | +67.2% | -99.9% | -45.3% |
| 1Y | -49.6% | +98.0% | -147.6% | -61.6% |
| 3Y | -23.0% | +237.2% | -260.2% | -54.1% |
| 5Y | +2.0% | +261.3% | -259.3% | -43.3% |
| All | +3.0% | +286.7% | -283.6% | -43.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling