+25.4%
UAL vs QID
-19.3%
+44.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.9% |
| 7D | +12.5% | +1.8% | +10.7% | +14.5% |
| 30D | +12.2% | +21.6% | -9.4% | +28.1% |
| 3M | -2.6% | +12.6% | -15.2% | +6.9% |
| 6M | +21.1% | +6.9% | +14.2% | +29.9% |
| YTD | +7.8% | -20.5% | +28.3% | -7.6% |
| 1Y | +25.4% | -18.1% | +43.5% | +10.6% |
| All | +25.4% | -19.3% | +44.7% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling