+93.7%
QQQM vs UAL
+125.0%
-31.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.1% |
| 7D | +1.0% | -1.1% | +2.1% | +1.2% |
| 30D | -0.6% | -13.4% | +12.8% | +2.3% |
| 3M | +1.3% | -2.3% | +3.6% | +1.4% |
| 6M | +18.2% | +13.3% | +4.9% | +14.0% |
| YTD | +16.9% | -4.2% | +21.1% | +16.2% |
| 1Y | +24.0% | +1.4% | +22.7% | +21.3% |
| All | +93.7% | +125.0% | -31.3% | +56.5% |
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