+125.6%
EEM vs DAL
+128.9%
-3.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.5% |
| 7D | +3.1% | +3.4% | -0.3% | +2.3% |
| 30D | +4.9% | -13.6% | +18.4% | +8.4% |
| 3M | +5.2% | +1.2% | +4.0% | +4.7% |
| 6M | +20.7% | +34.5% | -13.8% | +12.3% |
| YTD | +26.5% | +14.7% | +11.8% | +21.5% |
| 1Y | +37.8% | +29.2% | +8.6% | +28.4% |
| 3Y | +91.0% | +100.0% | -9.0% | +54.4% |
| 5Y | +47.0% | +106.3% | -59.3% | +14.4% |
| 10Y | +125.6% | +126.4% | -0.8% | +54.5% |
| All | +125.6% | +128.9% | -3.3% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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