+195.0%
TQQQ vs DIS
+38.8%
+156.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -4.2% |
| 7D | +10.4% | +1.9% | +8.5% | +8.9% |
| 30D | -22.2% | +9.2% | -31.3% | -27.4% |
| 3M | -25.1% | +13.5% | -38.6% | -32.9% |
| 6M | -25.0% | +14.3% | -39.3% | -33.9% |
| YTD | +10.1% | +5.4% | +4.7% | +3.3% |
| 1Y | +11.0% | +12.2% | -1.1% | -2.3% |
| 3Y | +195.0% | +37.2% | +157.8% | +113.0% |
| All | +195.0% | +38.8% | +156.2% | +113.0% |
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