+100.2%
DAL vs EMB
+6.4%
+93.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.5% |
| 7D | +4.6% | -0.3% | +4.9% | +5.2% |
| 30D | +2.3% | +1.1% | +1.2% | +0.7% |
| 3M | -8.1% | -2.9% | -5.1% | -3.3% |
| 6M | +21.4% | -2.1% | +23.5% | +26.5% |
| YTD | +24.3% | -1.1% | +25.4% | +28.1% |
| 1Y | +47.4% | +0.3% | +47.1% | +48.7% |
| 3Y | +164.6% | +27.7% | +136.9% | +92.4% |
| 5Y | +100.2% | +6.0% | +94.3% | +93.4% |
| All | +100.2% | +6.4% | +93.8% | +93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling