+144.4%
EFA vs DAL
+126.9%
+17.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -0.5% | +0.8% | -1.2% | -0.6% |
| 30D | -1.3% | -11.7% | +10.4% | +1.5% |
| 3M | +5.2% | -2.7% | +7.9% | +5.6% |
| 6M | +9.4% | +30.7% | -21.3% | +2.2% |
| YTD | +12.7% | +14.4% | -1.6% | +8.2% |
| 1Y | +19.3% | +31.2% | -11.9% | +10.4% |
| 3Y | +66.3% | +99.4% | -33.1% | +33.8% |
| 5Y | +53.4% | +98.6% | -45.2% | +20.0% |
| 10Y | +144.4% | +135.0% | +9.4% | +69.9% |
| All | +144.4% | +126.9% | +17.5% | +69.9% |
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