+24.0%
QQQ vs DAL
+29.2%
-5.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +1.0% | +0.8% | +0.2% | +0.8% |
| 30D | -0.6% | -11.7% | +11.1% | +2.1% |
| 3M | +1.3% | -2.7% | +4.1% | +1.8% |
| 6M | +18.1% | +30.7% | -12.5% | +11.4% |
| YTD | +16.9% | +14.4% | +2.5% | +12.5% |
| 1Y | +24.0% | +31.2% | -7.2% | +16.1% |
| All | +24.0% | +29.2% | -5.3% | +16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling