+35,102.5%
TQQQ vs JBHT
+921.9%
+34,180.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | -2.6% |
| 7D | +0.7% | +4.9% | -4.2% | -4.5% |
| 30D | -0.6% | +0.6% | -1.2% | -1.6% |
| 3M | -14.9% | -3.2% | -11.7% | -13.2% |
| 6M | +44.6% | +17.0% | +27.6% | +17.6% |
| YTD | +37.8% | +41.7% | -3.8% | -11.0% |
| 1Y | +59.2% | +90.0% | -30.8% | -32.1% |
| 3Y | +254.1% | +47.0% | +207.1% | +96.8% |
| 5Y | +100.6% | +58.3% | +42.3% | +7.5% |
| 10Y | +2,857.5% | +273.9% | +2,583.6% | +422.2% |
| All | +35,102.5% | +921.9% | +34,180.6% | +1,741.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling