+62.1%
DAL vs EME
-3.1%
+65.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -9.6% | +16.8% | +9.7% |
| 7D | +11.1% | -5.8% | +16.9% | +12.2% |
| 30D | +7.7% | -17.9% | +25.6% | +13.5% |
| 3M | -3.5% | -22.0% | +18.5% | +3.2% |
| 6M | +31.3% | -29.7% | +61.0% | +47.5% |
| YTD | +30.0% | +4.7% | +25.2% | +18.5% |
| 1Y | +62.1% | -2.1% | +64.2% | +56.4% |
| All | +62.1% | -3.1% | +65.2% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 1y: compounded portfolio wealth divided by compounded EME 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…
1y analysis · Full analysis span regression · 6 months rolling