+163.6%
UAL vs QQQI
+57.7%
+105.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +1.8% |
| 7D | -1.4% | -0.3% | -1.1% | -0.9% |
| 30D | -12.2% | -0.3% | -11.9% | -11.8% |
| 3M | -2.5% | +1.3% | -3.8% | -5.0% |
| 6M | +21.1% | +11.5% | +9.6% | +1.3% |
| YTD | -1.8% | +11.3% | -13.1% | -17.4% |
| 1Y | +0.4% | +16.9% | -16.5% | -21.7% |
| All | +163.6% | +57.7% | +105.9% | +50.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling