+145.3%
DAL vs EMB
+30.0%
+115.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +0.1% | 0.0% | +0.1% | +0.2% |
| 30D | -13.9% | -0.3% | -13.6% | -13.4% |
| 3M | +1.1% | -0.4% | +1.5% | +2.2% |
| 6M | +26.2% | +0.1% | +26.1% | +27.1% |
| YTD | +16.4% | +1.6% | +14.8% | +14.4% |
| 1Y | +33.9% | +5.6% | +28.2% | +23.2% |
| 3Y | +93.4% | +29.8% | +63.5% | +27.0% |
| 5Y | +106.4% | +7.3% | +99.1% | +95.2% |
| All | +145.3% | +30.0% | +115.3% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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