+2,876.9%
TQQQ vs JPM
+600.5%
+2,276.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.6% |
| 7D | -1.9% | -0.7% | -1.2% | -1.1% |
| 30D | -4.9% | -2.5% | -2.4% | -2.1% |
| 3M | -6.4% | +14.1% | -20.5% | -21.4% |
| 6M | +44.4% | +25.1% | +19.3% | +7.8% |
| YTD | +35.2% | +12.1% | +23.0% | +15.0% |
| 1Y | +49.5% | +18.8% | +30.7% | +17.6% |
| 3Y | +250.7% | +163.4% | +87.3% | +3.7% |
| 5Y | +104.7% | +156.5% | -51.8% | -34.2% |
| All | +2,876.9% | +600.5% | +2,276.4% | +323.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 10y: compounded portfolio wealth divided by compounded JPM 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…
10y analysis · Full analysis span regression · 6 months rolling