-4.6%
BA vs QID
-73.9%
+69.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +0.3% |
| 6M | -6.6% | -29.9% | +23.2% | -16.3% |
| YTD | -2.2% | -28.8% | +26.5% | -11.7% |
| 1Y | -8.0% | -37.2% | +29.2% | -20.0% |
| All | -4.6% | -73.9% | +69.2% | -34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling