+104.3%
DAL vs EMB
+36.5%
+67.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | +0.1% |
| 7D | -1.1% | -0.9% | -0.2% | +0.6% |
| 30D | +12.8% | +0.4% | +12.5% | +12.5% |
| 3M | -5.3% | -3.1% | -2.2% | +0.7% |
| 6M | +22.4% | -2.1% | +24.4% | +28.2% |
| YTD | +25.6% | -1.1% | +26.7% | +29.9% |
| 1Y | +45.5% | -0.1% | +45.6% | +47.9% |
| 3Y | +161.0% | +29.6% | +131.4% | +71.1% |
| 5Y | +112.2% | +7.2% | +105.0% | +101.9% |
| All | +104.3% | +36.5% | +67.8% | +49.5% |
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