+80.3%
QQQ vs UAL
+190.9%
-110.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.0% |
| 7D | -5.0% | +8.2% | -13.1% | -6.6% |
| 30D | -13.4% | +2.3% | -15.7% | -14.0% |
| 3M | -8.1% | -12.7% | +4.6% | -5.7% |
| 6M | -5.5% | +12.7% | -18.2% | -8.6% |
| YTD | +7.2% | +0.8% | +6.3% | +5.1% |
| 1Y | +7.8% | +17.8% | -10.0% | +2.1% |
| All | +80.3% | +190.9% | -110.6% | +41.4% |
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 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