-100.0%
SQQQ vs DIS
+24.9%
-124.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +5.1% |
| 7D | +4.1% | -1.3% | +5.3% | +2.5% |
| 30D | +4.6% | +2.2% | +2.4% | +7.1% |
| 3M | -10.4% | +8.1% | -18.5% | -2.4% |
| 6M | -42.1% | +5.2% | -47.3% | -37.9% |
| YTD | -40.3% | -6.3% | -34.1% | -44.3% |
| 1Y | -50.2% | -7.3% | -42.9% | -53.8% |
| 3Y | -89.4% | +33.8% | -123.2% | -80.7% |
| 5Y | -94.7% | -40.7% | -53.9% | -94.8% |
| All | -100.0% | +24.9% | -124.9% | -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