+102.9%
DAL vs ED
+80.7%
+22.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.5% | +2.1% |
| 7D | +8.8% | +1.6% | +7.1% | +8.8% |
| 30D | +5.4% | +13.3% | -7.9% | +5.6% |
| 3M | -4.9% | +9.7% | -14.6% | -4.8% |
| 6M | +19.8% | +12.8% | +7.1% | +20.0% |
| YTD | +27.0% | +22.3% | +4.7% | +26.6% |
| 1Y | +52.5% | +26.3% | +26.2% | +51.6% |
| 3Y | +173.8% | +45.0% | +128.8% | +156.5% |
| All | +102.9% | +80.7% | +22.2% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling