+161.9%
DAL vs EWZ
+17.9%
+144.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.0% | -3.2% | -4.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +9.1% | -25.9% | +34.9% | +19.6% |
| 3M | -3.5% | -6.1% | +2.7% | -6.7% |
| 6M | +23.4% | -16.1% | +39.5% | +26.3% |
| YTD | +26.0% | +1.0% | +25.1% | +16.4% |
| 1Y | +44.6% | 0.0% | +44.7% | +33.9% |
| All | +161.9% | +17.9% | +144.0% | +113.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling