+29.8%
DLTR vs ED
+66.4%
-36.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.8% | -4.4% |
| 7D | -10.2% | -0.2% | -10.1% | -10.2% |
| 30D | -8.5% | +1.9% | -10.4% | -8.9% |
| 3M | +5.6% | +1.9% | +3.7% | +5.2% |
| 6M | +2.2% | -2.3% | +4.4% | +2.5% |
| YTD | -3.8% | +10.9% | -14.6% | -6.3% |
| 1Y | +22.9% | +14.5% | +8.4% | +18.8% |
| 3Y | +2.0% | +33.4% | -31.3% | -9.2% |
| 5Y | +29.8% | +67.3% | -37.5% | -5.7% |
| All | +29.8% | +66.4% | -36.6% | -5.7% |
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