+62.1%
DAL vs QS
-71.4%
+133.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +7.5% | -0.4% | +5.5% |
| 7D | +11.1% | +4.5% | +6.6% | +10.0% |
| 30D | +7.7% | -4.1% | +11.8% | +8.4% |
| 3M | -3.5% | -22.1% | +18.6% | +0.8% |
| 6M | +31.3% | -38.4% | +69.7% | +40.9% |
| YTD | +30.0% | -57.5% | +87.4% | +46.3% |
| 1Y | +62.1% | -71.3% | +133.4% | +99.8% |
| All | +62.1% | -71.4% | +133.5% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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