+109.1%
DAL vs QQQI
+58.2%
+50.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | +0.1% | +0.4% | -0.3% | -0.4% |
| 30D | -13.9% | +1.0% | -14.9% | -15.0% |
| 3M | +1.1% | -1.2% | +2.3% | +2.0% |
| 6M | +26.2% | +11.6% | +14.6% | +7.6% |
| YTD | +16.4% | +11.7% | +4.8% | -0.7% |
| 1Y | +33.9% | +18.7% | +15.2% | +4.7% |
| All | +109.1% | +58.2% | +50.9% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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