+159.8%
UAL vs QQQI
+58.1%
+101.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | +3.5% | +1.3% | +2.1% | +1.4% |
| 30D | -16.5% | +0.2% | -16.7% | -16.7% |
| 3M | +2.8% | +1.5% | +1.3% | 0.0% |
| 6M | +17.6% | +13.2% | +4.3% | -4.1% |
| YTD | -3.2% | +11.6% | -14.8% | -18.9% |
| 1Y | +0.4% | +18.0% | -17.6% | -22.9% |
| All | +159.8% | +58.1% | +101.7% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QQQI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling