+105.2%
TQQQ vs JNJ
+81.9%
+23.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.6% |
| 7D | -1.9% | -3.5% | +1.6% | -1.7% |
| 30D | -4.9% | +2.3% | -7.2% | -5.0% |
| 3M | -6.4% | +12.0% | -18.4% | -8.1% |
| 6M | +44.4% | +10.5% | +33.9% | +42.3% |
| YTD | +35.2% | +30.4% | +4.8% | +27.0% |
| 1Y | +49.5% | +52.1% | -2.6% | +33.5% |
| 3Y | +250.7% | +77.8% | +172.9% | +189.5% |
| All | +105.2% | +81.9% | +23.3% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 JNJ 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