+153.2%
QQQM vs UAL
+203.4%
-50.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.5% |
| 7D | +1.5% | +3.4% | -1.9% | +0.8% |
| 30D | -0.7% | -16.5% | +15.8% | +3.0% |
| 3M | +0.4% | +2.8% | -2.3% | -0.5% |
| 6M | +20.1% | +17.6% | +2.5% | +14.9% |
| YTD | +17.2% | -3.2% | +20.4% | +16.2% |
| 1Y | +24.7% | +0.4% | +24.3% | +22.2% |
| 3Y | +96.6% | +128.2% | -31.6% | +56.1% |
| 5Y | +95.0% | +137.7% | -42.7% | +48.3% |
| All | +153.2% | +203.4% | -50.2% | +91.9% |
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