+59.8%
DAL vs ED
+24.8%
+35.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +2.3% | -0.9% | +3.3% | +2.0% |
| 30D | +14.3% | +11.2% | +3.1% | +20.0% |
| 3M | +1.3% | +11.8% | -10.5% | +6.5% |
| 6M | +29.3% | +14.1% | +15.2% | +38.3% |
| YTD | +33.0% | +23.0% | +10.0% | +53.6% |
| 1Y | +59.8% | +23.7% | +36.2% | +85.5% |
| All | +59.8% | +24.8% | +35.0% | +85.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling