+109.6%
EEM vs DAL
+136.2%
-26.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.3% | -2.4% | +1.6% |
| 7D | -0.1% | +10.0% | -10.2% | -2.3% |
| 30D | -8.6% | +12.0% | -20.7% | -11.1% |
| 3M | -7.0% | +0.8% | -7.8% | -7.4% |
| 6M | -9.7% | +26.2% | -35.9% | -14.8% |
| YTD | +12.1% | +33.7% | -21.6% | +3.9% |
| 1Y | +14.1% | +57.6% | -43.5% | +1.7% |
| 3Y | +72.1% | +183.5% | -111.3% | +28.3% |
| 5Y | +34.1% | +114.2% | -80.1% | +3.9% |
| 10Y | +109.6% | +128.1% | -18.5% | +57.1% |
| All | +109.6% | +136.2% | -26.6% | +57.1% |
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