-94.7%
SQQQ vs DIS
-42.0%
-52.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | -0.1% |
| 7D | -2.7% | -3.5% | +0.8% | -6.8% |
| 30D | +2.4% | +1.0% | +1.4% | +3.4% |
| 3M | -8.0% | +5.7% | -13.7% | -2.3% |
| 6M | -43.9% | +3.3% | -47.2% | -41.2% |
| YTD | -42.2% | -7.7% | -34.5% | -47.3% |
| 1Y | -51.8% | -10.0% | -41.8% | -57.2% |
| 3Y | -89.7% | +31.7% | -121.4% | -80.3% |
| 5Y | -94.7% | -42.2% | -52.5% | -94.7% |
| All | -94.7% | -42.0% | -52.7% | -94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling