+59.2%
TQQQ vs JD
-5.6%
+64.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | -0.4% |
| 7D | +0.7% | -1.7% | +2.4% | +1.5% |
| 30D | -0.6% | -13.2% | +12.5% | +5.6% |
| 3M | -14.9% | -3.2% | -11.7% | -14.6% |
| 6M | +44.6% | +15.2% | +29.3% | +28.1% |
| YTD | +37.8% | +2.0% | +35.8% | +32.9% |
| 1Y | +59.2% | -5.4% | +64.6% | +71.9% |
| All | +59.2% | -5.6% | +64.8% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling