+27,465.3%
TQQQ vs JBHT
+746.3%
+26,719.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -2.7% |
| 7D | -6.6% | +0.9% | -7.5% | -6.7% |
| 30D | -30.4% | -1.1% | -29.3% | -29.3% |
| 3M | -23.2% | -14.8% | -8.4% | -11.1% |
| 6M | -25.5% | -7.4% | -18.1% | -23.0% |
| YTD | +7.9% | +17.3% | -9.4% | -16.5% |
| 1Y | +1.1% | +35.3% | -34.2% | -33.7% |
| 3Y | +186.6% | +33.9% | +152.7% | +70.5% |
| 5Y | +49.5% | +22.5% | +27.0% | +5.2% |
| 10Y | +2,312.6% | +181.3% | +2,131.3% | +480.2% |
| All | +27,465.3% | +746.3% | +26,719.0% | +1,627.6% |
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