daily rebalance · Benchmark: SPY · 2012-01-03 to 2026-08-17
Growth of $1,000 — logarithmic scale
Decline from the prior peak, on daily equity
| Metric | Inflation Gate | SPY |
|---|---|---|
| Start Balance | $1,000 | $1,000 |
| End Balance | $2,424,171 | $7,788 |
| Annualized Return (CAGR) | 70.64% | 15.11% |
| Standard Deviation | 46.26% | 16.55% |
| Best Year | 307.54% | 32.31% |
| Worst Year | 8.58% | -18.18% |
| Maximum Drawdown (Daily) | -56.99% (2025-04-08) | -33.72% (2020-03-23) |
| Maximum Drawdown (Monthly) | -38.95% (2025-04-30) | -23.93% (2022-09-30) |
| Sharpe Ratio | 1.35 | 0.83 |
| Sortino Ratio | 1.74 | 1.03 |
Sharpe and Sortino use returns in excess of the 3-month T-bill (FRED DGS3MO), averaging 1.69% a year over this window; Sortino's downside deviation is measured below that same rate.
| Year | Strategy Return | Balance | SPY Return | Balance |
|---|---|---|---|---|
| 2026 | 34.33% | $2,424,171 | 13.91% | $7,800 |
| 2025 | 17.91% | $1,804,669 | 17.72% | $6,848 |
| 2024 | 92.48% | $1,530,537 | 24.89% | $5,817 |
| 2023 | 82.14% | $795,156 | 26.18% | $4,658 |
| 2022 | 8.58% | $436,564 | -18.18% | $3,692 |
| 2021 | 80.71% | $402,059 | 28.73% | $4,512 |
| 2020 | 307.54% | $222,488 | 18.33% | $3,505 |
| 2019 | 141.21% | $54,593 | 31.22% | $2,962 |
| 2018 | 104.55% | $22,633 | -4.57% | $2,257 |
| 2017 | 52.76% | $11,065 | 21.71% | $2,365 |
| 2016 | 59.69% | $7,243 | 12.00% | $1,943 |
| 2015 | 25.34% | $4,536 | 1.23% | $1,735 |
| 2014 | 97.49% | $3,619 | 13.46% | $1,714 |
| 2013 | 29.43% | $1,832 | 32.31% | $1,511 |
| 2012 | 41.57% | $1,416 | 14.17% | $1,142 |
Signal date: 2026-08-17
| Ticker | Weight |
|---|---|
| BTAL | 100.0% |
| Start | End | Days | P&L | Allocation |
|---|---|---|---|---|
| 2026-07-21 | 2026-08-17 | 20 | -2.60% | BTAL 100% |
| 2026-07-20 | 2026-07-20 | 1 | 0.18% | TQQQ 100% |
| 2026-07-17 | 2026-07-17 | 1 | 1.94% | BTAL 100% |
| 2026-07-16 | 2026-07-16 | 1 | -4.97% | TQQQ 100% |
| 2026-07-14 | 2026-07-15 | 2 | -2.45% | BTAL 100% |
| 2026-07-10 | 2026-07-13 | 2 | -4.85% | TQQQ 100% |
| 2026-07-09 | 2026-07-09 | 1 | -2.20% | BTAL 100% |
| 2026-06-25 | 2026-07-08 | 9 | -0.79% | TQQQ 100% |
| 2026-06-23 | 2026-06-24 | 2 | 3.02% | BTAL 100% |
| 2026-06-22 | 2026-06-22 | 1 | -0.35% | TQQQ 100% |
| 2026-06-18 | 2026-06-18 | 1 | -2.92% | BTAL 100% |
| 2026-05-21 | 2026-06-17 | 19 | 1.35% | TQQQ 100% |
| 2026-05-20 | 2026-05-20 | 1 | -2.06% | BTAL 100% |
| 2026-03-31 | 2026-05-19 | 35 | 92.48% | TQQQ 100% |
| 2026-03-23 | 2026-03-30 | 6 | 1.41% | BTAL 100% |
| 2025-01-27 | 2026-03-20 | 289 | 0.14% | TQQQ 100% |
| 2024-12-17 | 2025-01-24 | 25 | -0.37% | BTAL 100% |
| 2024-11-26 | 2024-12-16 | 14 | 18.67% | TQQQ 100% |
| 2024-11-22 | 2024-11-25 | 2 | -2.92% | BTAL 100% |
| 2024-11-20 | 2024-11-21 | 2 | 0.87% | TQQQ 100% |
| 2024-11-13 | 2024-11-19 | 5 | -0.88% | BTAL 100% |
| 2024-11-05 | 2024-11-12 | 6 | 16.91% | TQQQ 100% |
| 2024-11-04 | 2024-11-04 | 1 | -0.66% | BTAL 100% |
| 2024-05-03 | 2024-11-01 | 127 | 33.49% | TQQQ 100% |
| 2024-05-01 | 2024-05-02 | 2 | -1.05% | BTAL 100% |
| 2024-04-30 | 2024-04-30 | 1 | -5.72% | TQQQ 100% |
| 2024-04-16 | 2024-04-29 | 10 | 0.11% | BTAL 100% |
| 2024-04-15 | 2024-04-15 | 1 | -5.02% | TQQQ 100% |
| 2024-04-11 | 2024-04-12 | 2 | 0.60% | BTAL 100% |
| 2023-11-28 | 2024-04-10 | 92 | 34.85% | TQQQ 100% |
| 2023-11-27 | 2023-11-27 | 1 | -0.20% | BTAL 100% |
| 2023-11-20 | 2023-11-24 | 4 | 2.36% | TQQQ 100% |
| 2023-11-16 | 2023-11-17 | 2 | 0.15% | BTAL 100% |
| 2023-11-15 | 2023-11-15 | 1 | 0.28% | TQQQ 100% |
| 2023-11-10 | 2023-11-14 | 3 | -1.90% | BTAL 100% |
| 2023-11-09 | 2023-11-09 | 1 | -2.38% | TQQQ 100% |
| 2023-07-28 | 2023-11-08 | 73 | 12.89% | BTAL 100% |
| 2023-07-20 | 2023-07-27 | 6 | -7.38% | TQQQ 100% |
| 2023-07-17 | 2023-07-19 | 3 | -1.71% | BTAL 100% |
| 2023-07-14 | 2023-07-14 | 1 | -0.09% | TQQQ 100% |
| 2023-06-05 | 2023-07-13 | 27 | -8.44% | BTAL 100% |
| 2023-06-02 | 2023-06-02 | 1 | 2.25% | TQQQ 100% |
| 2023-05-22 | 2023-06-01 | 8 | -3.44% | BTAL 100% |
| 2023-03-14 | 2023-05-19 | 48 | 49.67% | TQQQ 100% |
| 2023-02-06 | 2023-03-13 | 25 | 4.90% | BTAL 100% |
| 2023-02-02 | 2023-02-03 | 2 | 4.63% | TQQQ 100% |
| 2023-01-31 | 2023-02-01 | 2 | -2.26% | BTAL 100% |
| 2023-01-25 | 2023-01-30 | 4 | 1.53% | TQQQ 100% |
| 2023-01-23 | 2023-01-24 | 2 | -1.14% | BTAL 100% |
| 2023-01-20 | 2023-01-20 | 1 | 8.17% | TQQQ 100% |
| 2023-01-17 | 2023-01-19 | 3 | 0.24% | BTAL 100% |
| 2023-01-13 | 2023-01-13 | 1 | 1.98% | TQQQ 100% |
| 2022-12-06 | 2023-01-12 | 26 | -0.88% | BTAL 100% |
| 2022-12-05 | 2022-12-05 | 1 | -5.04% | TQQQ 100% |
| 2022-08-03 | 2022-12-02 | 86 | 5.31% | BTAL 100% |
| 2022-07-29 | 2022-08-02 | 3 | 4.36% | TQQQ 100% |
| 2022-03-25 | 2022-07-28 | 86 | 11.05% | BTAL 100% |
| 2022-03-24 | 2022-03-24 | 1 | 6.48% | TQQQ 100% |
| 2022-03-22 | 2022-03-23 | 2 | -0.33% | BTAL 100% |
| 2022-03-18 | 2022-03-21 | 2 | 5.45% | TQQQ 100% |
| 2022-03-17 | 2022-03-17 | 1 | -1.77% | BTAL 100% |
| 2022-03-01 | 2022-03-16 | 12 | -7.66% | TQQQ 100% |
| 2022-01-13 | 2022-02-28 | 31 | -0.72% | BTAL 100% |
| 2022-01-12 | 2022-01-12 | 1 | 1.14% | TQQQ 100% |
| 2022-01-06 | 2022-01-11 | 4 | 0.11% | BTAL 100% |
| 2021-04-14 | 2022-01-05 | 186 | 35.15% | TQQQ 100% |
| 2021-04-12 | 2021-04-13 | 2 | 0.88% | BTAL 100% |
| 2021-04-09 | 2021-04-09 | 1 | 1.81% | TQQQ 100% |
| 2021-04-06 | 2021-04-08 | 3 | -0.18% | BTAL 100% |
| 2021-04-05 | 2021-04-05 | 1 | 6.01% | TQQQ 100% |
| 2021-03-30 | 2021-04-01 | 3 | -1.61% | BTAL 100% |
| 2021-03-25 | 2021-03-29 | 3 | 3.80% | TQQQ 100% |
| 2021-03-15 | 2021-03-24 | 8 | 4.52% | BTAL 100% |
| 2021-03-11 | 2021-03-12 | 2 | 4.28% | TQQQ 100% |
| 2021-03-04 | 2021-03-10 | 5 | -0.53% | BTAL 100% |
| 2021-03-03 | 2021-03-03 | 1 | -8.67% | TQQQ 100% |
| 2021-02-22 | 2021-03-02 | 7 | -5.25% | BTAL 100% |
| 2020-03-24 | 2021-02-19 | 230 | 488.55% | TQQQ 100% |
| 2020-03-11 | 2020-03-23 | 9 | -2.33% | BTAL 100% |
| 2019-01-30 | 2020-03-10 | 280 | 69.04% | TQQQ 100% |
| 2019-01-29 | 2019-01-29 | 1 | 0.23% | BTAL 100% |
| 2019-01-02 | 2019-01-28 | 18 | 16.39% | TQQQ 100% |
| 2018-12-21 | 2018-12-31 | 6 | -0.02% | BTAL 100% |
| 2018-12-20 | 2018-12-20 | 1 | -4.02% | TQQQ 100% |
| 2018-12-11 | 2018-12-19 | 7 | 1.05% | BTAL 100% |
| 2018-12-10 | 2018-12-10 | 1 | 3.13% | TQQQ 100% |
| 2018-09-14 | 2018-12-07 | 59 | 6.70% | BTAL 100% |
| 2018-08-03 | 2018-09-13 | 29 | 7.40% | TQQQ 100% |
| 2018-08-02 | 2018-08-02 | 1 | 0.00% | BTAL 100% |
| 2018-07-30 | 2018-08-01 | 3 | -1.06% | TQQQ 100% |
| 2018-07-27 | 2018-07-27 | 1 | 0.00% | BTAL 100% |
| 2018-05-29 | 2018-07-26 | 42 | 18.24% | TQQQ 100% |
| 2018-05-15 | 2018-05-25 | 9 | 0.63% | BTAL 100% |
| 2018-05-11 | 2018-05-14 | 2 | 0.14% | TQQQ 100% |
| 2018-05-09 | 2018-05-10 | 2 | -0.88% | BTAL 100% |
| 2018-05-04 | 2018-05-08 | 3 | 7.78% | TQQQ 100% |
| 2018-05-02 | 2018-05-03 | 2 | -0.62% | BTAL 100% |
| 2018-04-30 | 2018-05-01 | 2 | 1.05% | TQQQ 100% |
| 2018-04-23 | 2018-04-27 | 5 | 0.63% | BTAL 100% |
| 2018-03-28 | 2018-04-20 | 17 | 4.44% | TQQQ 100% |
| 2018-01-30 | 2018-03-27 | 40 | 3.73% | BTAL 100% |
| 2017-12-22 | 2018-01-29 | 24 | 24.87% | TQQQ 100% |
| 2017-12-21 | 2017-12-21 | 1 | -0.84% | BTAL 100% |
| 2017-10-31 | 2017-12-20 | 36 | 11.89% | TQQQ 100% |
| 2017-10-23 | 2017-10-30 | 6 | -0.57% | BTAL 100% |
| 2017-10-11 | 2017-10-20 | 8 | 2.07% | TQQQ 100% |
| 2017-10-09 | 2017-10-10 | 2 | 0.00% | BTAL 100% |
| 2017-10-04 | 2017-10-06 | 3 | 3.52% | TQQQ 100% |
| 2017-10-03 | 2017-10-03 | 1 | -0.52% | BTAL 100% |
| 2017-07-27 | 2017-10-02 | 47 | 0.70% | TQQQ 100% |
| 2017-07-26 | 2017-07-26 | 1 | 0.56% | BTAL 100% |
| 2017-07-19 | 2017-07-25 | 5 | 2.70% | TQQQ 100% |
| 2017-06-30 | 2017-07-18 | 12 | -1.00% | BTAL 100% |
| 2017-06-22 | 2017-06-29 | 6 | -6.86% | TQQQ 100% |
| 2017-06-16 | 2017-06-21 | 4 | 0.89% | BTAL 100% |
| 2017-05-18 | 2017-06-15 | 20 | 6.11% | TQQQ 100% |
| 2017-05-16 | 2017-05-17 | 2 | 1.91% | BTAL 100% |
| 2017-05-15 | 2017-05-15 | 1 | 0.93% | TQQQ 100% |
| 2017-05-05 | 2017-05-12 | 6 | 0.20% | BTAL 100% |
| 2017-03-21 | 2017-05-04 | 32 | 11.68% | TQQQ 100% |
| 2017-03-03 | 2017-03-20 | 12 | 1.98% | BTAL 100% |
| 2017-02-16 | 2017-03-02 | 10 | 3.36% | TQQQ 100% |
| 2017-02-15 | 2017-02-15 | 1 | -0.69% | BTAL 100% |
| 2017-02-07 | 2017-02-14 | 6 | 6.48% | TQQQ 100% |
| 2017-02-06 | 2017-02-06 | 1 | 0.42% | BTAL 100% |
| 2017-01-30 | 2017-02-03 | 5 | -0.36% | TQQQ 100% |
| 2017-01-26 | 2017-01-27 | 2 | -1.93% | BTAL 100% |
| 2017-01-24 | 2017-01-25 | 2 | 5.06% | TQQQ 100% |
| 2017-01-19 | 2017-01-23 | 3 | 0.00% | BTAL 100% |
| 2017-01-12 | 2017-01-18 | 4 | 0.37% | TQQQ 100% |
| 2017-01-09 | 2017-01-11 | 3 | -0.52% | BTAL 100% |
| 2017-01-06 | 2017-01-06 | 1 | 2.54% | TQQQ 100% |
| 2016-11-10 | 2017-01-05 | 38 | -5.89% | BTAL 100% |
| 2016-01-28 | 2016-11-09 | 200 | 52.98% | TQQQ 100% |
| 2015-12-03 | 2016-01-27 | 37 | 12.65% | BTAL 100% |
| 2015-12-02 | 2015-12-02 | 1 | -1.82% | TQQQ 100% |
| 2015-10-16 | 2015-12-01 | 32 | -2.48% | BTAL 100% |
| 2015-10-15 | 2015-10-15 | 1 | 4.89% | TQQQ 100% |
| 2015-10-09 | 2015-10-14 | 4 | 0.44% | BTAL 100% |
| 2015-10-07 | 2015-10-08 | 2 | 2.85% | TQQQ 100% |
| 2015-10-06 | 2015-10-06 | 1 | 0.44% | BTAL 100% |
| 2015-10-05 | 2015-10-05 | 1 | 4.56% | TQQQ 100% |
| 2015-07-10 | 2015-10-02 | 60 | 6.20% | BTAL 100% |
| 2015-07-08 | 2015-07-09 | 2 | -5.29% | TQQQ 100% |
| 2015-05-05 | 2015-07-07 | 44 | 3.06% | BTAL 100% |
| 2015-03-19 | 2015-05-04 | 32 | 3.37% | TQQQ 100% |
| 2015-03-09 | 2015-03-18 | 8 | 0.00% | BTAL 100% |
| 2015-03-04 | 2015-03-06 | 3 | -4.09% | TQQQ 100% |
| 2015-03-03 | 2015-03-03 | 1 | 0.00% | BTAL 100% |
| 2015-02-25 | 2015-03-02 | 4 | 2.05% | TQQQ 100% |
| 2015-02-12 | 2015-02-24 | 8 | -3.61% | BTAL 100% |
| 2015-01-15 | 2015-02-11 | 19 | 10.79% | TQQQ 100% |
| 2015-01-14 | 2015-01-14 | 1 | 0.00% | BTAL 100% |
| 2015-01-12 | 2015-01-13 | 2 | -3.16% | TQQQ 100% |
| 2015-01-09 | 2015-01-09 | 1 | 0.00% | BTAL 100% |
| 2015-01-08 | 2015-01-08 | 1 | 5.70% | TQQQ 100% |
| 2014-12-18 | 2015-01-07 | 13 | -1.67% | BTAL 100% |
| 2014-12-17 | 2014-12-17 | 1 | 5.37% | TQQQ 100% |
| 2014-12-02 | 2014-12-16 | 11 | 0.25% | BTAL 100% |
| 2014-11-26 | 2014-12-01 | 3 | -0.26% | TQQQ 100% |
| 2014-11-11 | 2014-11-25 | 11 | -0.20% | BTAL 100% |
| 2014-11-10 | 2014-11-10 | 1 | 1.02% | TQQQ 100% |
| 2014-10-28 | 2014-11-07 | 9 | -0.45% | BTAL 100% |
| 2014-10-09 | 2014-10-27 | 13 | -0.08% | TQQQ 100% |
| 2014-09-11 | 2014-10-08 | 20 | 2.65% | BTAL 100% |
| 2014-04-07 | 2014-09-10 | 109 | 52.62% | TQQQ 100% |
| 2014-04-02 | 2014-04-04 | 3 | -0.47% | BTAL 100% |
| 2014-03-27 | 2014-04-01 | 4 | 6.30% | TQQQ 100% |
| 2014-03-20 | 2014-03-26 | 5 | 1.96% | BTAL 100% |
| 2014-02-26 | 2014-03-19 | 16 | 0.00% | TQQQ 100% |
| 2014-02-20 | 2014-02-25 | 4 | -1.63% | BTAL 100% |
| 2014-02-19 | 2014-02-19 | 1 | -2.19% | TQQQ 100% |
| 2014-02-18 | 2014-02-18 | 1 | -0.74% | BTAL 100% |
| 2014-02-14 | 2014-02-14 | 1 | 0.29% | TQQQ 100% |
| 2014-02-13 | 2014-02-13 | 1 | -1.15% | BTAL 100% |
| 2014-01-30 | 2014-02-12 | 10 | 14.09% | TQQQ 100% |
| 2013-10-30 | 2014-01-29 | 62 | -2.29% | BTAL 100% |
| 2013-10-28 | 2013-10-29 | 2 | 0.69% | TQQQ 100% |
| 2013-05-07 | 2013-10-25 | 121 | -10.71% | BTAL 100% |
| 2013-03-25 | 2013-05-06 | 30 | 16.54% | TQQQ 100% |
| 2013-03-21 | 2013-03-22 | 2 | 0.61% | BTAL 100% |
| 2013-03-19 | 2013-03-20 | 2 | 1.50% | TQQQ 100% |
| 2013-03-08 | 2013-03-18 | 7 | 0.38% | BTAL 100% |
| 2013-03-01 | 2013-03-07 | 5 | 7.08% | TQQQ 100% |
| 2013-02-27 | 2013-02-28 | 2 | -0.55% | BTAL 100% |
| 2013-02-26 | 2013-02-26 | 1 | 1.20% | TQQQ 100% |
| 2013-02-06 | 2013-02-25 | 13 | 2.10% | BTAL 100% |
| 2013-02-05 | 2013-02-05 | 1 | 4.39% | TQQQ 100% |
| 2013-01-28 | 2013-02-04 | 6 | -0.33% | BTAL 100% |
| 2013-01-08 | 2013-01-25 | 13 | 1.28% | TQQQ 100% |
| 2013-01-04 | 2013-01-07 | 2 | -0.23% | BTAL 100% |
| 2012-08-20 | 2013-01-03 | 93 | -6.68% | TQQQ 100% |
| 2012-08-17 | 2012-08-17 | 1 | -0.39% | BTAL 100% |
| 2012-01-04 | 2012-08-16 | 157 | 64.10% | TQQQ 100% |