+250.7%
TQQQ vs JHX
-4.5%
+255.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.1% |
| 7D | -1.9% | -6.3% | +4.4% | +1.0% |
| 30D | -4.9% | -7.7% | +2.9% | -1.3% |
| 3M | -6.4% | +19.2% | -25.6% | -13.9% |
| 6M | +44.4% | +38.3% | +6.1% | +23.8% |
| YTD | +35.2% | +37.2% | -2.0% | +15.9% |
| 1Y | +49.5% | +42.3% | +7.2% | +25.0% |
| 3Y | +250.7% | -4.4% | +255.1% | +221.6% |
| All | +250.7% | -4.5% | +255.2% | +221.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 3y: compounded portfolio wealth divided by compounded JHX 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…
3y analysis · Full analysis span regression · 6 months rolling