-22.5%
ACM vs SOXQ
+235.9%
-258.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.4% | -3.1% |
| 7D | -3.7% | +5.2% | -8.9% | -4.8% |
| 30D | -12.7% | -0.5% | -12.1% | -12.8% |
| 3M | -9.8% | -5.6% | -4.2% | -9.9% |
| 6M | -31.4% | +53.0% | -84.4% | -41.0% |
| YTD | -32.1% | +68.8% | -100.9% | -43.4% |
| 1Y | -47.8% | +105.7% | -153.5% | -59.2% |
| All | -22.5% | +235.9% | -258.4% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling