-100.0%
SQQQ vs DIS
+32.4%
-132.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.6% | +3.1% | +4.5% |
| 7D | -11.0% | +1.9% | -12.9% | -8.7% |
| 30D | +17.9% | +9.2% | +8.8% | +31.1% |
| 3M | +19.5% | +13.5% | +6.0% | +38.5% |
| 6M | +4.2% | +14.3% | -10.1% | +21.2% |
| YTD | -35.6% | +5.4% | -41.0% | -30.9% |
| 1Y | -37.7% | +12.2% | -49.8% | -27.7% |
| 3Y | -88.0% | +37.2% | -125.2% | -78.0% |
| 5Y | -93.1% | -23.1% | -70.0% | -90.9% |
| All | -100.0% | +32.4% | -132.3% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling