+484.2%
SOXL vs DIS
+34.5%
+449.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.4% |
| 7D | +16.4% | -1.1% | +17.5% | +17.5% |
| 30D | -12.1% | +0.1% | -12.2% | -13.7% |
| 3M | -41.7% | +7.1% | -48.8% | -49.6% |
| 6M | +157.4% | +4.3% | +153.1% | +129.0% |
| YTD | +193.3% | -6.9% | +200.2% | +197.6% |
| 1Y | +355.3% | -10.3% | +365.7% | +385.8% |
| 3Y | +484.2% | +32.8% | +451.3% | +295.1% |
| All | +484.2% | +34.5% | +449.6% | +295.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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