+11,144.7%
DLTR vs ED
+1,678.2%
+9,466.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | +2.5% | -0.2% | +2.6% | +2.5% |
| 30D | +2.1% | -0.1% | +2.2% | +2.1% |
| 3M | +20.3% | +3.9% | +16.3% | +18.8% |
| 6M | +11.5% | -3.0% | +14.5% | +12.3% |
| YTD | +6.8% | +10.7% | -3.8% | +3.1% |
| 1Y | +31.1% | +13.3% | +17.8% | +25.4% |
| 3Y | +10.7% | +34.5% | -23.8% | -1.5% |
| 5Y | +41.6% | +67.1% | -25.5% | +16.4% |
| 10Y | +58.1% | +103.0% | -44.9% | +18.3% |
| All | +11,144.7% | +1,678.2% | +9,466.6% | +4,030.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling