+235.7%
SOXL vs DIS
+39.6%
+196.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +0.4% | +17.4% | +17.4% |
| 7D | -1.0% | +0.6% | -1.6% | -0.4% |
| 30D | -48.6% | +10.3% | -58.9% | -53.8% |
| 3M | -50.3% | +15.6% | -65.9% | -59.2% |
| 6M | -65.3% | +15.1% | -80.4% | -72.7% |
| YTD | +57.2% | +6.0% | +51.2% | +36.1% |
| 1Y | +58.0% | +5.7% | +52.3% | +37.2% |
| All | +235.7% | +39.6% | +196.1% | +88.7% |
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