-10.0%
BA vs QQQI
+15.9%
-25.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.1% |
| 7D | -2.7% | -1.0% | -1.7% | -1.9% |
| 30D | -12.2% | -0.6% | -11.6% | -11.8% |
| 3M | -2.0% | +3.4% | -5.4% | -5.1% |
| 6M | -6.0% | +10.6% | -16.6% | -15.1% |
| YTD | -5.7% | +10.3% | -16.0% | -14.9% |
| 1Y | -10.0% | +16.3% | -26.3% | -20.0% |
| All | -10.0% | +15.9% | -25.9% | -20.0% |
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