+152.0%
QQQM vs DAL
+159.5%
-7.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.3% |
| 7D | -0.6% | -0.3% | -0.2% | -0.5% |
| 30D | -1.2% | -11.1% | +9.9% | +1.8% |
| 3M | -0.1% | -2.1% | +2.0% | +0.2% |
| 6M | +18.0% | +35.8% | -17.9% | +8.0% |
| YTD | +16.7% | +16.0% | +0.6% | +10.9% |
| 1Y | +23.0% | +33.7% | -10.6% | +12.1% |
| 3Y | +93.3% | +102.3% | -8.9% | +50.9% |
| 5Y | +96.3% | +110.3% | -14.1% | +47.4% |
| All | +152.0% | +159.5% | -7.5% | +89.0% |
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 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