-42.3%
ACN vs SOXQ
+227.1%
-269.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.2% |
| 7D | -7.9% | +2.3% | -10.2% | -7.9% |
| 30D | -1.1% | -3.9% | +2.8% | -1.0% |
| 3M | +5.6% | -4.7% | +10.3% | +4.4% |
| 6M | -9.9% | +47.9% | -57.8% | -18.7% |
| YTD | -32.3% | +64.3% | -96.7% | -40.6% |
| 1Y | -25.3% | +95.7% | -121.0% | -37.3% |
| All | -42.3% | +227.1% | -269.4% | -61.9% |
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