+33,565.4%
TQQQ vs JBL
+2,368.9%
+31,196.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -0.5% |
| 7D | -3.9% | -1.0% | -2.9% | -2.9% |
| 30D | -5.3% | -15.1% | +9.8% | +11.2% |
| 3M | +0.1% | -14.0% | +14.2% | +16.4% |
| 6M | +40.7% | +20.6% | +20.0% | +15.0% |
| YTD | +31.8% | +32.9% | -1.1% | -4.1% |
| 1Y | +48.2% | +40.5% | +7.7% | +0.3% |
| 3Y | +253.6% | +183.7% | +69.9% | +7.0% |
| 5Y | +99.6% | +388.3% | -288.7% | -61.2% |
| 10Y | +2,951.5% | +1,464.9% | +1,486.6% | +112.0% |
| All | +33,565.4% | +2,368.9% | +31,196.5% | +1,347.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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