-6.6%
TQQQ vs JBHT
+27.8%
-34.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.8% |
| 7D | -15.7% | -1.6% | -14.1% | -14.7% |
| 30D | -37.5% | -2.3% | -35.2% | -36.7% |
| 3M | -27.3% | -18.5% | -8.9% | -20.9% |
| 6M | -26.7% | -11.3% | -15.4% | -24.0% |
| YTD | -0.3% | +12.6% | -12.9% | -13.1% |
| All | -6.6% | +27.8% | -34.4% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 1y: compounded portfolio wealth divided by compounded JBHT 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…
1y analysis · Full analysis span regression · 6 months rolling