+2.1%
DLTR vs ED
+34.3%
-32.2%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.8% | -4.5% |
| 7D | -10.2% | -0.2% | -10.1% | -10.2% |
| 30D | -8.5% | +1.9% | -10.4% | -8.5% |
| 3M | +5.6% | +1.9% | +3.7% | +5.6% |
| 6M | +2.2% | -2.3% | +4.4% | +2.3% |
| YTD | -3.8% | +10.9% | -14.6% | -4.2% |
| 1Y | +22.9% | +14.5% | +8.4% | +22.2% |
| All | +2.1% | +34.3% | -32.2% | -6.1% |
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 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