+34,703.6%
TQQQ vs JPM
+1,290.0%
+33,413.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.2% | -1.3% |
| 7D | +2.8% | -0.4% | +3.2% | +3.3% |
| 30D | -3.0% | -1.4% | -1.6% | -1.6% |
| 3M | -2.7% | +13.9% | -16.7% | -18.1% |
| 6M | +45.4% | +23.5% | +21.9% | +10.2% |
| YTD | +36.3% | +11.6% | +24.6% | +16.4% |
| 1Y | +53.4% | +21.4% | +32.0% | +17.3% |
| 3Y | +265.6% | +163.4% | +102.1% | +8.1% |
| 5Y | +101.7% | +152.5% | -50.8% | -33.0% |
| 10Y | +3,054.7% | +592.1% | +2,462.5% | +211.1% |
| All | +34,703.6% | +1,290.0% | +33,413.6% | +1,708.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling