+146.8%
EEM vs DAL
+329.9%
-183.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.4% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +4.5% | -13.9% | +18.5% | +8.1% |
| 3M | -0.1% | +1.1% | -1.1% | -0.6% |
| 6M | +16.9% | +26.2% | -9.3% | +10.4% |
| YTD | +26.2% | +16.4% | +9.8% | +21.0% |
| 1Y | +40.5% | +33.9% | +6.7% | +29.9% |
| 3Y | +86.2% | +93.4% | -7.2% | +52.8% |
| 5Y | +45.5% | +106.4% | -60.9% | +14.3% |
| 10Y | +128.6% | +143.0% | -14.3% | +60.1% |
| All | +146.8% | +329.9% | -183.2% | +15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling