+52.5%
DAL vs QS
-74.7%
+127.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.1% | -2.0% | +1.2% |
| 7D | +8.8% | +5.4% | +3.4% | +7.6% |
| 30D | +5.4% | -5.3% | +10.7% | +6.3% |
| 3M | -4.9% | -22.6% | +17.7% | -0.7% |
| 6M | +19.8% | -46.2% | +66.0% | +32.3% |
| YTD | +27.0% | -58.9% | +85.9% | +41.3% |
| 1Y | +52.5% | -73.1% | +125.5% | +80.9% |
| All | +52.5% | -74.7% | +127.1% | +80.9% |
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