+167.4%
UAL vs QQQI
+58.2%
+109.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.2% |
| 7D | +0.7% | +0.4% | +0.3% | +0.1% |
| 30D | -16.1% | +1.0% | -17.1% | -17.3% |
| 3M | +6.1% | -1.2% | +7.3% | +7.5% |
| 6M | +10.8% | +11.6% | -0.8% | -7.4% |
| YTD | -0.4% | +11.7% | -12.1% | -16.7% |
| 1Y | +5.0% | +18.7% | -13.7% | -20.1% |
| All | +167.4% | +58.2% | +109.1% | +51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling