+20.0%
DLTR vs IONS
-13.5%
+33.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | -9.4% | -4.3% | -5.2% | -8.7% |
| 30D | -7.3% | +0.4% | -7.8% | -7.3% |
| 3M | +7.6% | -24.1% | +31.7% | +10.9% |
| 6M | +1.6% | -26.4% | +28.0% | +5.4% |
| YTD | -3.5% | -29.7% | +26.1% | +1.0% |
| 1Y | +20.0% | -13.0% | +33.1% | +14.8% |
| All | +20.0% | -13.5% | +33.5% | +14.8% |
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