+105.2%
TQQQ vs JBLU
-70.3%
+175.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.5% |
| 7D | -1.9% | -5.0% | +3.0% | +0.3% |
| 30D | -4.9% | -23.9% | +19.0% | +7.0% |
| 3M | -6.4% | -11.6% | +5.2% | -2.8% |
| 6M | +44.4% | -0.2% | +44.6% | +39.2% |
| YTD | +35.2% | -3.3% | +38.5% | +28.2% |
| 1Y | +49.5% | -15.4% | +64.9% | +49.0% |
| 3Y | +250.7% | -14.7% | +265.4% | +137.0% |
| All | +105.2% | -70.3% | +175.4% | +249.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 5y: compounded portfolio wealth divided by compounded JBLU 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…
5y analysis · Full analysis span regression · 6 months rolling