+1,700.4%
QQQ vs DAL
+329.9%
+1,370.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | +0.4% | +0.1% | +0.2% | +0.3% |
| 30D | +0.2% | -13.9% | +14.2% | +3.3% |
| 3M | -2.8% | +1.1% | -3.9% | -3.2% |
| 6M | +18.0% | +26.2% | -8.2% | +12.0% |
| YTD | +17.3% | +16.4% | +0.9% | +12.8% |
| 1Y | +25.6% | +33.9% | -8.3% | +17.0% |
| 3Y | +93.7% | +93.4% | +0.4% | +63.8% |
| 5Y | +94.2% | +106.4% | -12.2% | +59.4% |
| 10Y | +557.9% | +143.0% | +414.9% | +392.2% |
| All | +1,700.4% | +329.9% | +1,370.5% | +862.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling