+128.1%
DAL vs QID
-99.0%
+227.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.8% | +12.1% | +2.3% |
| 7D | +10.0% | -0.8% | +10.8% | +10.5% |
| 30D | +12.0% | +20.1% | -8.0% | +22.5% |
| 3M | +0.8% | +11.8% | -11.0% | +7.4% |
| 6M | +26.2% | +5.5% | +20.7% | +33.3% |
| YTD | +33.7% | -21.5% | +55.2% | +26.5% |
| 1Y | +57.6% | -22.6% | +80.2% | +48.9% |
| 3Y | +183.5% | -72.3% | +255.8% | +96.6% |
| 5Y | +114.2% | -76.9% | +191.1% | +61.4% |
| 10Y | +128.1% | -99.0% | +227.1% | -36.3% |
| All | +128.1% | -99.0% | +227.2% | -36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling