+2,876.9%
TQQQ vs RBA
+206.5%
+2,670.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.8% | -1.2% | -0.6% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -4.9% | -2.9% | -1.9% | -2.9% |
| 3M | -6.4% | -20.9% | +14.5% | +10.8% |
| 6M | +44.4% | -17.7% | +62.1% | +64.9% |
| YTD | +35.2% | -18.2% | +53.3% | +53.4% |
| 1Y | +49.5% | -29.1% | +78.6% | +91.2% |
| 3Y | +250.7% | +29.5% | +221.2% | +163.8% |
| 5Y | +104.7% | +40.2% | +64.5% | +40.6% |
| All | +2,876.9% | +206.5% | +2,670.4% | +973.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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