+351.3%
DAL vs QLD
+6,742.9%
-6,391.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | +0.1% | +0.6% | -0.4% | -0.2% |
| 30D | -13.9% | -0.1% | -13.8% | -14.0% |
| 3M | +1.1% | -8.4% | +9.4% | +4.1% |
| 6M | +26.2% | +32.2% | -6.0% | +6.8% |
| YTD | +16.4% | +28.9% | -12.5% | -0.3% |
| 1Y | +33.9% | +43.8% | -10.0% | +7.5% |
| 3Y | +93.4% | +176.6% | -83.2% | +5.6% |
| 5Y | +106.4% | +121.6% | -15.2% | +15.4% |
| 10Y | +143.0% | +1,652.9% | -1,509.9% | -68.5% |
| All | +351.3% | +6,742.9% | -6,391.6% | -80.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling