-23.6%
DIS vs SOXQ
+190.6%
-214.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | +0.9% | +16.4% | -15.6% | -3.3% |
| 30D | +8.9% | -13.9% | +22.8% | +12.7% |
| 3M | +14.5% | -15.1% | +29.7% | +18.4% |
| 6M | +12.2% | -10.2% | +22.4% | +10.7% |
| YTD | +4.7% | +48.7% | -44.0% | -15.3% |
| 1Y | +2.8% | +48.9% | -46.1% | -17.1% |
| 3Y | +38.1% | +197.4% | -159.3% | -22.9% |
| 5Y | -23.6% | +188.2% | -211.8% | -60.8% |
| All | -23.6% | +190.6% | -214.2% | -60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling