+5.2%
QLD vs UAL
+18.2%
-13.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.0% | +0.5% | +1.7% |
| 7D | -10.3% | +8.2% | -18.4% | -13.1% |
| 30D | -26.1% | +2.3% | -28.4% | -26.8% |
| 3M | -17.8% | -12.7% | -5.1% | -13.4% |
| 6M | -15.6% | +12.7% | -28.3% | -19.9% |
| YTD | +5.4% | +0.8% | +4.6% | +1.2% |
| 1Y | +5.2% | +17.8% | -12.6% | -4.4% |
| All | +5.2% | +18.2% | -13.0% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 1y: compounded portfolio wealth divided by compounded UAL 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…
1y analysis · Full analysis span regression · 6 months rolling