+11,144.7%
DLTR vs IONS
+649.5%
+10,495.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.5% | -4.8% | +7.3% | +2.9% |
| 30D | +2.1% | +7.2% | -5.1% | +1.5% |
| 3M | +20.3% | -22.7% | +43.0% | +22.4% |
| 6M | +11.5% | -26.9% | +38.4% | +14.0% |
| YTD | +6.8% | -26.6% | +33.4% | +9.1% |
| 1Y | +31.1% | -2.1% | +33.2% | +30.6% |
| 3Y | +10.7% | +43.4% | -32.8% | +5.3% |
| 5Y | +41.6% | +47.0% | -5.4% | +32.7% |
| 10Y | +58.1% | +97.2% | -39.1% | +39.6% |
| All | +11,144.7% | +649.5% | +10,495.2% | +6,893.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling