+52.5%
DAL vs EWT
+41.6%
+10.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.9% | -1.8% | +0.5% |
| 7D | +8.8% | -11.7% | +20.5% | +14.6% |
| 30D | +5.4% | -23.2% | +28.6% | +18.2% |
| 3M | -4.9% | -12.5% | +7.6% | 0.0% |
| 6M | +19.8% | -5.9% | +25.8% | +17.4% |
| YTD | +27.0% | +40.5% | -13.5% | -6.7% |
| 1Y | +52.5% | +43.7% | +8.7% | +10.2% |
| All | +52.5% | +41.6% | +10.8% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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