+1,570.9%
QQQ vs BA
+878.1%
+692.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.4% |
| 3M | -2.8% | -2.4% | -0.4% | -2.4% |
| 6M | +18.0% | -6.6% | +24.6% | +19.6% |
| YTD | +17.3% | -2.2% | +19.6% | +16.9% |
| 1Y | +25.6% | -8.0% | +33.6% | +27.1% |
| 3Y | +93.7% | -5.0% | +98.7% | +87.3% |
| 5Y | +94.2% | -2.7% | +96.9% | +79.8% |
| 10Y | +557.9% | +75.9% | +482.0% | +302.0% |
| All | +1,570.9% | +878.1% | +692.8% | +437.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling