+95.2%
QQQM vs UAL
+136.8%
-41.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | 0.0% |
| 7D | +1.0% | -1.1% | +2.1% | +1.3% |
| 30D | -0.6% | -13.4% | +12.8% | +2.7% |
| 3M | +1.3% | -2.3% | +3.6% | +1.4% |
| 6M | +18.2% | +13.3% | +4.9% | +13.3% |
| YTD | +16.9% | -4.2% | +21.1% | +16.0% |
| 1Y | +24.0% | +1.4% | +22.7% | +20.7% |
| 3Y | +96.0% | +125.8% | -29.8% | +48.1% |
| 5Y | +95.2% | +130.0% | -34.8% | +37.7% |
| All | +95.2% | +136.8% | -41.6% | +37.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling