+176.3%
DAL vs EWT
+164.9%
+11.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.8% | -6.8% | -4.5% |
| 7D | +2.3% | +3.2% | -0.9% | -0.2% |
| 30D | +14.3% | -12.3% | +26.6% | +23.3% |
| 3M | +1.3% | -3.6% | +4.9% | +2.3% |
| 6M | +29.3% | +3.1% | +26.1% | +21.6% |
| YTD | +33.0% | +57.7% | -24.7% | -11.2% |
| 1Y | +59.8% | +60.3% | -0.4% | +5.2% |
| All | +176.3% | +164.9% | +11.4% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling