+133.5%
QLD vs UAL
+191.7%
-58.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -4.6% | -8.2% | -10.8% |
| 7D | -18.6% | +5.0% | -23.6% | -20.2% |
| 30D | -28.3% | -1.2% | -27.0% | -28.0% |
| 3M | -20.4% | -16.8% | -3.6% | -14.3% |
| 6M | -14.3% | +18.0% | -32.2% | -20.8% |
| YTD | +2.8% | -1.2% | +3.9% | +0.7% |
| 1Y | -1.2% | +14.3% | -15.5% | -9.2% |
| All | +133.5% | +191.7% | -58.2% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling