+4,474.8%
TQQQ vs JD
+46.5%
+4,428.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.5% | -5.2% | -4.6% |
| 7D | +10.4% | -4.1% | +14.5% | +12.9% |
| 30D | -22.2% | +4.6% | -26.8% | -25.0% |
| 3M | -25.1% | -4.7% | -20.3% | -23.8% |
| 6M | -25.0% | -17.4% | -7.7% | -18.1% |
| YTD | +10.1% | +0.7% | +9.3% | +6.2% |
| 1Y | +11.0% | -5.9% | +16.9% | +11.6% |
| 3Y | +195.0% | +18.9% | +176.1% | +122.6% |
| 5Y | +46.6% | -62.9% | +109.6% | +110.4% |
| 10Y | +2,362.5% | +32.5% | +2,329.9% | +1,444.0% |
| All | +4,474.8% | +46.5% | +4,428.4% | +2,788.1% |
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