+113.0%
DAL vs QID
-77.9%
+190.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.5% | -5.8% | -5.0% |
| 7D | +1.4% | -11.8% | +13.2% | -4.2% |
| 30D | +9.1% | +14.2% | -5.1% | +17.6% |
| 3M | -3.5% | +8.8% | -12.3% | +2.2% |
| 6M | +23.4% | +1.5% | +21.9% | +28.6% |
| YTD | +26.0% | -23.8% | +49.8% | +16.3% |
| 1Y | +44.6% | -22.0% | +66.6% | +35.6% |
| 3Y | +162.7% | -71.9% | +234.6% | +72.8% |
| 5Y | +113.0% | -77.6% | +190.5% | +47.6% |
| All | +113.0% | -77.9% | +190.9% | +47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling