-11.9%
BA vs QQQI
+7.5%
-19.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.5% |
| 7D | -1.1% | +3.3% | -4.4% | -3.0% |
| 30D | -7.1% | -5.8% | -1.3% | -3.8% |
| 3M | -25.5% | -5.0% | -20.5% | -23.3% |
| 6M | -28.7% | -3.2% | -25.5% | -28.3% |
| YTD | -21.0% | +6.8% | -27.8% | -28.0% |
| 1Y | -11.9% | +9.0% | -20.9% | -20.9% |
| All | -11.9% | +7.5% | -19.4% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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