+250.7%
TQQQ vs JCI
+165.4%
+85.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.3% | -0.1% |
| 7D | -1.9% | +0.7% | -2.7% | -2.8% |
| 30D | -4.9% | -4.4% | -0.4% | +0.2% |
| 3M | -6.4% | +1.7% | -8.1% | -7.8% |
| 6M | +44.4% | +8.8% | +35.6% | +30.7% |
| YTD | +35.2% | +22.6% | +12.5% | +3.3% |
| 1Y | +49.5% | +36.2% | +13.3% | -1.0% |
| 3Y | +250.7% | +168.0% | +82.7% | +15.6% |
| All | +250.7% | +165.4% | +85.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling