+31.1%
DLTR vs IONS
-2.1%
+33.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.5% | -4.8% | +7.3% | +3.2% |
| 30D | +2.1% | +7.2% | -5.1% | +1.1% |
| 3M | +20.3% | -22.7% | +43.0% | +23.7% |
| 6M | +11.5% | -26.9% | +38.4% | +15.6% |
| YTD | +6.8% | -26.6% | +33.4% | +10.8% |
| 1Y | +31.1% | -2.1% | +33.2% | +31.8% |
| All | +31.1% | -2.1% | +33.2% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 1y: compounded portfolio wealth divided by compounded IONS 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…
1y analysis · Full analysis span regression · 6 months rolling