+128.1%
DAL vs EME
+996.0%
-867.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +7.3% | -2.0% | +1.2% |
| 7D | +10.0% | -4.4% | +14.4% | +11.8% |
| 30D | +12.0% | -17.3% | +29.3% | +23.3% |
| 3M | +0.8% | -20.0% | +20.8% | +12.3% |
| 6M | +26.2% | -29.1% | +55.3% | +48.1% |
| YTD | +33.7% | +6.9% | +26.7% | +20.8% |
| 1Y | +57.6% | +0.8% | +56.8% | +47.3% |
| 3Y | +183.5% | +214.4% | -30.9% | +13.7% |
| 5Y | +114.2% | +404.2% | -290.0% | -40.3% |
| 10Y | +128.1% | +941.9% | -813.8% | -62.5% |
| All | +128.1% | +996.0% | -867.9% | -62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling