+42.7%
DAL vs Q
+56.5%
-13.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.4% | +3.0% | -2.7% |
| 7D | +4.6% | -10.3% | +14.8% | +7.0% |
| 30D | +2.3% | -17.7% | +20.0% | +6.6% |
| 3M | -8.1% | -18.8% | +10.7% | -4.2% |
| 6M | +21.4% | -24.8% | +46.2% | +26.6% |
| YTD | +24.3% | +35.0% | -10.7% | +16.2% |
| 1Y | +47.4% | +10.7% | +36.7% | +34.5% |
| All | +42.7% | +56.5% | -13.8% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling