+141.1%
QLD vs BBAI
+51.6%
+89.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.3% | +4.1% | -0.4% |
| 7D | -3.8% | -8.3% | +4.5% | -2.5% |
| 30D | -20.5% | -2.9% | -17.6% | -20.3% |
| 3M | -14.6% | -28.2% | +13.5% | -10.8% |
| 6M | -14.7% | -44.5% | +29.8% | -8.0% |
| YTD | +11.2% | -57.0% | +68.2% | +22.2% |
| 1Y | +7.1% | -59.4% | +66.5% | +17.6% |
| 3Y | +141.1% | +48.7% | +92.4% | +105.1% |
| All | +141.1% | +51.6% | +89.5% | +105.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling