+253.5%
TQQQ vs RBA
+26.3%
+227.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.4% |
| 7D | +2.8% | -1.9% | +4.7% | +4.1% |
| 30D | -3.0% | -13.0% | +9.9% | +6.2% |
| 3M | -2.7% | -23.1% | +20.4% | +13.8% |
| 6M | +45.4% | -22.6% | +68.0% | +68.9% |
| YTD | +36.3% | -20.4% | +56.6% | +53.1% |
| 1Y | +53.4% | -29.6% | +83.0% | +90.3% |
| All | +253.5% | +26.3% | +227.3% | +216.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling