+134.0%
EFA vs DAL
+395.8%
-261.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +1.2% | +10.7% | -9.5% | -0.8% |
| 30D | +0.9% | +12.5% | -11.6% | -1.5% |
| 3M | -3.4% | +3.6% | -7.0% | -4.2% |
| 6M | +2.0% | +26.7% | -24.8% | -3.1% |
| YTD | +10.4% | +34.3% | -23.9% | +3.3% |
| 1Y | +13.3% | +59.1% | -45.9% | +2.4% |
| 3Y | +65.9% | +179.9% | -113.9% | +30.4% |
| 5Y | +51.5% | +119.1% | -67.7% | +22.3% |
| 10Y | +144.1% | +125.6% | +18.5% | +83.9% |
| All | +134.0% | +395.8% | -261.8% | +22.2% |
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