+78.5%
QQQ vs DAL
+118.7%
-40.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -1.5% | +10.7% | -12.2% | -4.6% |
| 30D | -10.2% | +12.5% | -22.7% | -13.5% |
| 3M | -6.3% | +3.6% | -9.9% | -7.6% |
| 6M | -4.9% | +26.7% | -31.7% | -12.4% |
| YTD | +10.2% | +34.3% | -24.1% | -1.1% |
| 1Y | +8.8% | +59.1% | -50.4% | -7.7% |
| 3Y | +81.4% | +179.9% | -98.5% | +18.3% |
| 5Y | +78.5% | +119.1% | -40.7% | +20.0% |
| All | +78.5% | +118.7% | -40.2% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling