+99.6%
TQQQ vs DIS
-41.4%
+141.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.8% | -5.1% |
| 7D | -3.9% | -1.3% | -2.7% | -2.6% |
| 30D | -5.3% | +2.2% | -7.5% | -8.6% |
| 3M | +0.1% | +8.1% | -8.0% | -11.7% |
| 6M | +40.7% | +5.2% | +35.4% | +27.7% |
| YTD | +31.8% | -6.3% | +38.1% | +35.9% |
| 1Y | +48.2% | -7.3% | +55.5% | +53.3% |
| 3Y | +253.6% | +33.8% | +219.8% | +96.8% |
| 5Y | +99.6% | -40.7% | +140.3% | +270.2% |
| All | +99.6% | -41.4% | +141.0% | +270.2% |
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