+11,987.5%
DLTR vs ED
+1,878.0%
+10,109.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.3% | -1.2% |
| 7D | +2.4% | -1.7% | +4.1% | +3.0% |
| 30D | +21.5% | +10.7% | +10.8% | +17.9% |
| 3M | +9.8% | +11.6% | -1.8% | +6.3% |
| 6M | +58.6% | +13.5% | +45.1% | +52.5% |
| YTD | +14.8% | +23.1% | -8.3% | +7.3% |
| 1Y | +33.0% | +23.1% | +10.0% | +24.3% |
| 3Y | +23.8% | +47.9% | -24.1% | +7.3% |
| 5Y | +24.9% | +83.9% | -59.0% | -0.2% |
| 10Y | +81.6% | +142.1% | -60.5% | +28.8% |
| All | +11,987.5% | +1,878.0% | +10,109.5% | +4,200.6% |
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