+93.9%
QQQ vs BA
-1.7%
+95.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | +0.4% | +1.2% | -0.8% | 0.0% |
| 30D | +0.2% | -11.6% | +11.9% | +4.0% |
| 3M | -2.8% | -2.4% | -0.4% | -2.4% |
| 6M | +18.0% | -6.6% | +24.6% | +19.5% |
| YTD | +17.3% | -2.2% | +19.6% | +16.8% |
| 1Y | +25.6% | -8.0% | +33.6% | +27.0% |
| 3Y | +93.7% | -5.0% | +98.7% | +87.1% |
| All | +93.9% | -1.7% | +95.6% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling