+91.8%
QLD vs BBAI
-77.0%
+168.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +4.7% |
| 7D | -1.2% | -10.2% | +9.0% | -0.7% |
| 30D | -15.7% | 0.0% | -15.7% | -15.7% |
| 3M | -10.0% | -30.9% | +20.9% | -8.7% |
| 6M | -11.2% | -46.8% | +35.5% | -9.0% |
| YTD | +16.4% | -57.4% | +73.8% | +19.8% |
| 1Y | +12.7% | -62.0% | +74.7% | +16.3% |
| 3Y | +152.3% | +47.4% | +104.9% | +147.5% |
| 5Y | +91.8% | -77.0% | +168.7% | +89.6% |
| All | +91.8% | -77.0% | +168.7% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling