-29.8%
ACN vs SOXQ
+286.7%
-316.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.8% | +1.6% | +3.0% |
| 7D | -1.5% | +0.8% | -2.3% | -1.7% |
| 30D | +2.1% | -4.6% | +6.7% | +2.9% |
| 3M | +11.1% | -10.2% | +21.3% | +11.2% |
| 6M | -6.8% | +49.7% | -56.5% | -22.8% |
| YTD | -30.0% | +67.2% | -97.3% | -44.7% |
| 1Y | -23.1% | +98.0% | -121.1% | -43.4% |
| 3Y | -40.4% | +237.2% | -277.6% | -67.8% |
| 5Y | -41.6% | +261.3% | -302.9% | -71.1% |
| All | -29.8% | +286.7% | -316.4% | -65.5% |
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