+29.8%
DLTR vs IONS
+52.5%
-22.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.3% | -4.4% |
| 7D | -10.2% | -8.7% | -1.6% | -9.3% |
| 30D | -8.5% | -1.6% | -6.9% | -8.3% |
| 3M | +5.6% | -24.9% | +30.5% | +8.5% |
| 6M | +2.2% | -25.7% | +27.9% | +5.1% |
| YTD | -3.8% | -29.2% | +25.4% | -0.6% |
| 1Y | +22.9% | -13.0% | +36.0% | +24.2% |
| 3Y | +2.0% | +35.9% | -33.9% | -4.6% |
| 5Y | +29.8% | +54.5% | -24.7% | +14.7% |
| All | +29.8% | +52.5% | -22.7% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling