+105.8%
DAL vs EWT
+153.4%
-47.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +0.4% |
| 7D | +0.1% | +4.0% | -3.8% | -2.9% |
| 30D | -13.9% | +10.3% | -24.2% | -20.4% |
| 3M | +1.1% | +6.1% | -5.0% | -5.3% |
| 6M | +26.2% | +56.6% | -30.4% | -16.3% |
| YTD | +16.4% | +76.6% | -60.2% | -31.0% |
| 1Y | +33.9% | +97.9% | -64.0% | -28.7% |
| 3Y | +93.4% | +198.0% | -104.6% | -32.9% |
| All | +105.8% | +153.4% | -47.6% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling