+34,426.4%
TQQQ vs JHX
+507.6%
+33,918.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +1.8% |
| 7D | -1.9% | -6.3% | +4.4% | +3.0% |
| 30D | -4.9% | -7.7% | +2.9% | +0.9% |
| 3M | -6.4% | +19.2% | -25.6% | -18.9% |
| 6M | +44.4% | +38.3% | +6.1% | +10.6% |
| YTD | +35.2% | +37.2% | -2.0% | +3.1% |
| 1Y | +49.5% | +42.3% | +7.2% | +8.1% |
| 3Y | +250.7% | -4.4% | +255.1% | +180.7% |
| 5Y | +104.7% | -26.4% | +131.1% | +112.6% |
| 10Y | +3,029.5% | +106.3% | +2,923.3% | +1,392.1% |
| All | +34,426.4% | +507.6% | +33,918.8% | +7,038.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling