+99.6%
TQQQ vs JD
-62.5%
+162.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.3% | -3.3% |
| 7D | -3.9% | -2.6% | -1.3% | -2.8% |
| 30D | -5.3% | -15.4% | +10.1% | +1.6% |
| 3M | +0.1% | -5.0% | +5.2% | +1.5% |
| 6M | +40.7% | +0.9% | +39.7% | +38.4% |
| YTD | +31.8% | -2.5% | +34.3% | +31.5% |
| 1Y | +48.2% | -16.0% | +64.2% | +58.2% |
| 3Y | +253.6% | -8.5% | +262.2% | +236.6% |
| 5Y | +99.6% | -61.8% | +161.4% | +179.6% |
| All | +99.6% | -62.5% | +162.1% | +179.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling