-36.8%
IONQ vs DLTR
+33.1%
-69.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.2% |
| 7D | +16.7% | +5.0% | +11.6% | +16.3% |
| 30D | -12.3% | +18.7% | -31.0% | -14.3% |
| 3M | -17.7% | +8.9% | -26.6% | -18.8% |
| 6M | -28.9% | +49.4% | -78.4% | -35.8% |
| YTD | -22.0% | +14.5% | -36.5% | -26.8% |
| 1Y | -36.8% | +32.5% | -69.3% | -45.5% |
| All | -36.8% | +33.1% | -69.9% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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