+556.7%
QQQ vs DAL
+128.9%
+427.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.3% |
| 7D | +1.5% | +3.4% | -1.9% | +0.7% |
| 30D | -0.6% | -13.6% | +12.9% | +2.9% |
| 3M | +0.4% | +1.2% | -0.8% | -0.1% |
| 6M | +20.1% | +34.5% | -14.4% | +10.9% |
| YTD | +17.2% | +14.7% | +2.5% | +12.1% |
| 1Y | +24.7% | +29.2% | -4.6% | +15.3% |
| 3Y | +96.2% | +100.0% | -3.8% | +57.4% |
| 5Y | +94.4% | +106.3% | -11.9% | +51.4% |
| 10Y | +556.7% | +126.4% | +430.3% | +388.9% |
| All | +556.7% | +128.9% | +427.8% | +388.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling