+25.8%
DLTR vs ED
+48.1%
-22.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.3% | -1.2% |
| 7D | +2.4% | -1.7% | +4.1% | +2.6% |
| 30D | +21.5% | +10.7% | +10.8% | +20.8% |
| 3M | +9.8% | +11.6% | -1.8% | +9.1% |
| 6M | +58.6% | +13.5% | +45.1% | +57.6% |
| YTD | +14.8% | +23.1% | -8.3% | +13.7% |
| 1Y | +33.0% | +23.1% | +10.0% | +31.8% |
| All | +25.8% | +48.1% | -22.3% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling