+1,784.8%
QQQ vs UAL
+246.2%
+1,538.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.1% |
| 7D | -5.0% | +8.2% | -13.1% | -6.1% |
| 30D | -13.4% | +2.3% | -15.7% | -13.8% |
| 3M | -8.1% | -12.7% | +4.6% | -6.4% |
| 6M | -5.5% | +12.7% | -18.2% | -7.6% |
| YTD | +7.2% | +0.8% | +6.3% | +5.9% |
| 1Y | +7.8% | +17.8% | -10.0% | +4.0% |
| 3Y | +80.7% | +206.7% | -126.0% | +48.3% |
| 5Y | +69.6% | +113.9% | -44.3% | +43.5% |
| 10Y | +517.8% | +97.0% | +420.8% | +388.3% |
| All | +1,784.8% | +246.2% | +1,538.5% | +1,008.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling