+140.0%
QQQM vs DAL
+180.9%
-40.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +3.6% | -1.1% | +4.7% | +3.9% |
| 30D | -6.7% | +12.8% | -19.6% | -9.8% |
| 3M | -7.0% | -5.3% | -1.7% | -5.9% |
| 6M | -4.6% | +22.4% | -27.0% | -10.2% |
| YTD | +11.1% | +25.6% | -14.5% | +3.2% |
| 1Y | +12.3% | +45.5% | -33.2% | +0.2% |
| 3Y | +83.6% | +161.0% | -77.3% | +33.9% |
| 5Y | +78.1% | +112.2% | -34.1% | +31.4% |
| All | +140.0% | +180.9% | -40.9% | +75.9% |
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 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