+139.4%
QLD vs BBAI
+47.0%
+92.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -10.3% | -14.6% | +4.3% | -8.1% |
| 30D | -26.1% | -11.6% | -14.5% | -24.8% |
| 3M | -17.8% | -26.2% | +8.5% | -14.4% |
| 6M | -15.6% | -49.2% | +33.6% | -7.9% |
| YTD | +5.4% | -58.9% | +64.3% | +16.5% |
| 1Y | +5.2% | -60.8% | +66.0% | +16.1% |
| 3Y | +139.4% | +51.0% | +88.4% | +104.2% |
| All | +139.4% | +47.0% | +92.4% | +104.2% |
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 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