+2,876.9%
TQQQ vs JD
+20.6%
+2,856.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.4% | +2.5% |
| 7D | -1.9% | -4.2% | +2.3% | +0.7% |
| 30D | -4.9% | -14.4% | +9.5% | +4.1% |
| 3M | -6.4% | -3.6% | -2.8% | -5.5% |
| 6M | +44.4% | -0.3% | +44.7% | +41.9% |
| YTD | +35.2% | -2.4% | +37.5% | +34.2% |
| 1Y | +49.5% | -18.5% | +68.0% | +66.0% |
| 3Y | +250.7% | -7.0% | +257.7% | +209.1% |
| 5Y | +104.7% | -61.7% | +166.4% | +190.0% |
| All | +2,876.9% | +20.6% | +2,856.3% | +1,639.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling