+268.7%
TQQQ vs DIS
+34.5%
+234.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | +4.4% | -1.1% | +5.4% | +5.2% |
| 30D | -3.1% | +0.1% | -3.2% | -3.8% |
| 3M | -5.2% | +7.1% | -12.2% | -11.9% |
| 6M | +52.4% | +4.3% | +48.1% | +44.6% |
| YTD | +37.4% | -6.9% | +44.4% | +42.7% |
| 1Y | +56.0% | -10.3% | +66.3% | +67.1% |
| 3Y | +268.7% | +32.8% | +235.9% | +176.8% |
| All | +268.7% | +34.5% | +234.2% | +176.8% |
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 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