+105.0%
DAL vs EMB
+36.8%
+68.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.8% | -4.4% | -3.8% |
| 7D | +1.4% | -0.7% | +2.1% | +2.7% |
| 30D | +9.1% | +0.5% | +8.5% | +8.4% |
| 3M | -3.5% | -2.5% | -1.0% | +1.4% |
| 6M | +23.4% | -2.0% | +25.4% | +29.2% |
| YTD | +26.0% | -0.9% | +26.9% | +29.8% |
| 1Y | +44.6% | -0.3% | +44.9% | +47.7% |
| 3Y | +162.7% | +29.2% | +133.5% | +73.1% |
| 5Y | +113.0% | +7.4% | +105.5% | +101.8% |
| All | +105.0% | +36.8% | +68.2% | +49.4% |
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