-38.5%
DKS vs IBB
+45.7%
-84.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.2% | -2.7% | -4.1% |
| 7D | -0.4% | -1.7% | +1.2% | +0.2% |
| 30D | -36.6% | +4.9% | -41.5% | -38.5% |
| 3M | -37.6% | +24.2% | -61.8% | -44.8% |
| 6M | -32.1% | +23.8% | -55.9% | -39.9% |
| YTD | -32.3% | +23.0% | -55.3% | -40.7% |
| All | -38.5% | +45.7% | -84.2% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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