+33.9%
DLTR vs ED
+24.8%
+9.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.6% | -2.7% |
| 7D | +5.3% | +2.1% | +3.2% | +4.6% |
| 30D | +13.4% | +10.4% | +3.0% | +11.3% |
| 3M | +6.6% | +12.5% | -5.9% | +4.3% |
| 6M | +59.1% | +14.9% | +44.2% | +55.7% |
| YTD | +12.3% | +24.8% | -12.6% | +7.8% |
| 1Y | +33.9% | +23.8% | +10.0% | +29.4% |
| All | +33.9% | +24.8% | +9.1% | +29.4% |
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