+11,714.6%
DLTR vs IONS
+275.0%
+11,439.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.4% | -8.7% | -2.8% |
| 7D | +5.3% | -26.3% | +31.6% | +7.5% |
| 30D | +13.4% | -31.9% | +45.3% | +16.5% |
| 3M | +6.6% | -48.0% | +54.6% | +12.0% |
| 6M | +59.1% | -62.6% | +121.6% | +71.1% |
| YTD | +12.3% | -63.3% | +75.5% | +20.8% |
| 1Y | +33.9% | -58.4% | +92.3% | +42.6% |
| 3Y | +23.0% | -38.2% | +61.2% | +25.0% |
| 5Y | +22.1% | -11.1% | +33.2% | +19.1% |
| 10Y | +77.5% | -31.7% | +109.2% | +70.6% |
| All | +11,714.6% | +275.0% | +11,439.6% | +7,645.1% |
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