+5,612.3%
TQQQ vs JD
+45.3%
+5,567.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.9% |
| 7D | +4.4% | -0.8% | +5.1% | +4.8% |
| 30D | -3.1% | -16.0% | +12.9% | +6.8% |
| 3M | -5.2% | -3.2% | -2.0% | -4.5% |
| 6M | +52.4% | +6.1% | +46.3% | +44.5% |
| YTD | +37.4% | -0.1% | +37.5% | +34.7% |
| 1Y | +56.0% | -12.7% | +68.7% | +65.6% |
| 3Y | +268.7% | -6.3% | +275.0% | +227.4% |
| 5Y | +101.2% | -61.3% | +162.6% | +178.7% |
| 10Y | +2,840.4% | +17.6% | +2,822.8% | +1,877.5% |
| All | +5,612.3% | +45.3% | +5,567.0% | +3,562.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling