+76.2%
BND vs DKS
+534.4%
-458.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | -0.1% |
| 7D | +0.1% | -0.4% | +0.6% | +0.1% |
| 30D | -0.4% | -36.6% | +36.3% | -0.5% |
| 3M | -0.2% | -37.6% | +37.4% | -0.4% |
| 6M | -1.2% | -32.1% | +30.9% | -1.3% |
| YTD | -0.3% | -32.3% | +32.0% | -0.4% |
| 1Y | +0.4% | -39.5% | +39.9% | +0.3% |
| 3Y | +13.4% | +27.7% | -14.3% | +13.8% |
| 5Y | -1.5% | +15.0% | -16.5% | -1.2% |
| 10Y | +15.5% | +192.6% | -177.1% | +17.1% |
| All | +76.2% | +534.4% | -458.2% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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