+105.8%
DAL vs QID
-80.8%
+186.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.6% |
| 7D | +0.1% | -0.6% | +0.8% | -0.1% |
| 30D | -13.9% | 0.0% | -13.9% | -13.8% |
| 3M | +1.1% | +3.7% | -2.6% | +4.6% |
| 6M | +26.2% | -29.9% | +56.1% | +9.7% |
| YTD | +16.4% | -28.8% | +45.2% | +2.6% |
| 1Y | +33.9% | -37.2% | +71.0% | +12.3% |
| 3Y | +93.4% | -73.7% | +167.1% | +23.2% |
| All | +105.8% | -80.8% | +186.6% | +37.9% |
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