+125.6%
DAL vs EWZ
+55.9%
+69.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +1.1% |
| 7D | +10.7% | +1.3% | +9.4% | +10.2% |
| 30D | +12.5% | -26.2% | +38.7% | +26.7% |
| 3M | +3.6% | -8.6% | +12.3% | +4.6% |
| 6M | +26.7% | -17.0% | +43.8% | +33.9% |
| YTD | +34.3% | +2.2% | +32.1% | +28.1% |
| 1Y | +59.1% | +2.7% | +56.5% | +51.1% |
| 3Y | +179.9% | +18.2% | +161.7% | +145.6% |
| 5Y | +119.1% | +56.0% | +63.1% | +63.6% |
| 10Y | +125.6% | +60.8% | +64.8% | +63.8% |
| All | +125.6% | +55.9% | +69.8% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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