-8.0%
BA vs QID
-38.2%
+30.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.7% |
| 7D | +1.2% | -0.6% | +1.8% | +1.0% |
| 30D | -11.6% | 0.0% | -11.6% | -11.5% |
| 3M | -2.4% | +3.7% | -6.1% | -0.1% |
| 6M | -6.6% | -29.9% | +23.2% | -17.3% |
| YTD | -2.2% | -28.8% | +26.5% | -13.0% |
| 1Y | -8.0% | -37.2% | +29.2% | -15.5% |
| All | -8.0% | -38.2% | +30.2% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling