+145.3%
DAL vs ED
+103.0%
+42.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.1% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | -13.9% | -0.1% | -13.8% | -13.9% |
| 3M | +1.1% | +3.9% | -2.9% | +0.2% |
| 6M | +26.2% | -3.0% | +29.3% | +26.7% |
| YTD | +16.4% | +10.7% | +5.7% | +13.3% |
| 1Y | +33.9% | +13.3% | +20.5% | +29.3% |
| 3Y | +93.4% | +34.5% | +58.9% | +74.0% |
| 5Y | +106.4% | +67.1% | +39.2% | +72.0% |
| All | +145.3% | +103.0% | +42.3% | +109.7% |
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