-38.5%
DIS vs SOXQ
+279.9%
-318.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.3% |
| 7D | -1.3% | +2.3% | -3.6% | -2.0% |
| 30D | +2.2% | -3.9% | +6.1% | +3.1% |
| 3M | +8.1% | -4.7% | +12.9% | +7.3% |
| 6M | +5.2% | +47.9% | -42.6% | -12.2% |
| YTD | -6.3% | +64.3% | -70.6% | -25.3% |
| 1Y | -7.3% | +95.7% | -103.0% | -31.6% |
| 3Y | +33.8% | +231.5% | -197.7% | -26.3% |
| 5Y | -40.7% | +255.0% | -295.7% | -70.5% |
| All | -38.5% | +279.9% | -318.4% | -69.8% |
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