+250.7%
TQQQ vs JAAA
+19.0%
+231.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +1.5% |
| 7D | -1.9% | +0.1% | -2.0% | -3.0% |
| 30D | -4.9% | +0.5% | -5.4% | -11.6% |
| 3M | -6.4% | +1.3% | -7.7% | -21.5% |
| 6M | +44.4% | +2.8% | +41.6% | -0.8% |
| YTD | +35.2% | +3.3% | +31.9% | -12.5% |
| 1Y | +49.5% | +4.9% | +44.6% | -21.2% |
| 3Y | +250.7% | +19.0% | +231.7% | +52.7% |
| All | +250.7% | +19.0% | +231.7% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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