+517.9%
QQQ vs BA
+31.3%
+486.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | -0.3% | -1.7% | +1.5% | +0.2% |
| 30D | -9.6% | -9.5% | -0.1% | -7.5% |
| 3M | -5.9% | -26.5% | +20.5% | +1.4% |
| 6M | -4.3% | -27.4% | +23.1% | +3.2% |
| YTD | +11.0% | -20.6% | +31.6% | +16.4% |
| 1Y | +11.9% | -11.4% | +23.4% | +13.8% |
| 3Y | +86.7% | -10.8% | +97.5% | +84.4% |
| 5Y | +77.1% | -21.9% | +99.0% | +75.7% |
| 10Y | +517.9% | +28.1% | +489.8% | +486.1% |
| All | +517.9% | +31.3% | +486.6% | +486.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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