+2,448.5%
TQQQ vs RBA
+207.2%
+2,241.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -4.5% |
| 7D | +10.4% | +1.7% | +8.6% | +8.9% |
| 30D | -22.2% | +8.3% | -30.5% | -28.0% |
| 3M | -25.1% | +10.5% | -35.6% | -32.5% |
| 6M | -25.0% | -5.9% | -19.1% | -24.6% |
| YTD | +10.1% | -6.9% | +16.9% | +10.4% |
| 1Y | +11.0% | -4.9% | +15.9% | +9.2% |
| 3Y | +195.0% | +64.5% | +130.5% | +79.4% |
| 5Y | +46.6% | +46.1% | +0.5% | -3.3% |
| All | +2,448.5% | +207.2% | +2,241.3% | +752.2% |
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