+173.8%
DAL vs EMB
+28.2%
+145.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +8.8% | -0.1% | +8.9% | +9.2% |
| 30D | +5.4% | +1.3% | +4.1% | +2.6% |
| 3M | -4.9% | -2.7% | -2.2% | +1.5% |
| 6M | +19.8% | -2.8% | +22.7% | +28.8% |
| YTD | +27.0% | -1.1% | +28.1% | +32.2% |
| 1Y | +52.5% | 0.0% | +52.5% | +55.5% |
| 3Y | +173.8% | +28.8% | +145.1% | +96.7% |
| All | +173.8% | +28.2% | +145.6% | +96.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling