+5.9%
BA vs QQQI
+58.2%
-52.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.2% | +0.4% | +0.8% | +0.8% |
| 30D | -11.6% | +1.0% | -12.6% | -12.4% |
| 3M | -2.4% | -1.2% | -1.2% | -1.7% |
| 6M | -6.6% | +11.6% | -18.2% | -16.3% |
| YTD | -2.2% | +11.7% | -13.9% | -12.6% |
| 1Y | -8.0% | +18.7% | -26.7% | -22.6% |
| All | +5.9% | +58.2% | -52.3% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling