+62.1%
DAL vs QLD
+13.1%
+48.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.9% | +5.3% | +6.3% |
| 7D | +11.1% | -9.4% | +20.5% | +15.7% |
| 30D | +7.7% | -17.1% | +24.8% | +16.7% |
| 3M | -3.5% | -10.4% | +6.9% | +0.8% |
| 6M | +31.3% | +0.7% | +30.6% | +25.5% |
| YTD | +30.0% | +17.7% | +12.2% | +11.5% |
| 1Y | +62.1% | +14.7% | +47.4% | +40.7% |
| All | +62.1% | +13.1% | +48.9% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling