+78.1%
QQQM vs UAL
+117.7%
-39.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.8% |
| 7D | +3.6% | -3.0% | +6.7% | +4.3% |
| 30D | -6.7% | +10.5% | -17.2% | -9.2% |
| 3M | -7.0% | -13.5% | +6.5% | -4.1% |
| 6M | -4.6% | +14.2% | -18.8% | -8.7% |
| YTD | +11.1% | -2.2% | +13.3% | +9.3% |
| 1Y | +12.3% | +12.5% | -0.2% | +6.5% |
| 3Y | +83.6% | +186.8% | -103.2% | +28.2% |
| All | +78.1% | +117.7% | -39.6% | +25.6% |
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