+154.1%
QLD vs BBAI
-75.5%
+229.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +10.4% | -3.6% | +6.3% |
| 7D | -1.4% | -5.0% | +3.6% | -1.2% |
| 30D | -19.6% | +2.5% | -22.1% | -19.7% |
| 3M | -14.1% | -25.1% | +10.9% | -13.1% |
| 6M | -13.6% | -41.4% | +27.8% | -11.8% |
| YTD | +12.5% | -54.6% | +67.2% | +15.6% |
| 1Y | +13.1% | -56.9% | +70.0% | +16.2% |
| 3Y | +154.7% | +59.1% | +95.6% | +149.2% |
| 5Y | +81.1% | -75.4% | +156.5% | +81.2% |
| All | +154.1% | -75.5% | +229.6% | +151.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling