+122.8%
DAL vs ED
+129.3%
-6.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.5% | +2.6% |
| 7D | +8.8% | +1.6% | +7.1% | +8.5% |
| 30D | +5.4% | +13.3% | -7.9% | +3.0% |
| 3M | -4.9% | +9.7% | -14.6% | -6.6% |
| 6M | +19.8% | +12.8% | +7.1% | +17.0% |
| YTD | +27.0% | +22.3% | +4.7% | +21.4% |
| 1Y | +52.5% | +26.3% | +26.2% | +44.5% |
| 3Y | +173.8% | +45.0% | +128.8% | +144.2% |
| 5Y | +104.5% | +80.2% | +24.4% | +69.1% |
| All | +122.8% | +129.3% | -6.4% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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