+43.4%
DLTR vs ED
+108.5%
-65.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.3% |
| 7D | -10.1% | -0.8% | -9.3% | -9.9% |
| 30D | -8.1% | -0.4% | -7.7% | -8.0% |
| 3M | +2.9% | +0.5% | +2.4% | +2.7% |
| 6M | +4.3% | -3.1% | +7.5% | +5.0% |
| YTD | -3.9% | +9.8% | -13.8% | -6.8% |
| 1Y | +18.9% | +12.6% | +6.3% | +14.5% |
| 3Y | +1.9% | +31.4% | -29.5% | -8.3% |
| 5Y | +31.0% | +69.4% | -38.4% | +7.4% |
| All | +43.4% | +108.5% | -65.1% | +11.1% |
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