+23.0%
DKS vs IBB
+41.1%
-18.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.1% | +2.9% |
| 7D | +3.8% | +2.7% | +1.1% | +2.0% |
| 30D | +8.1% | +6.3% | +1.7% | +3.3% |
| 3M | -28.6% | +11.1% | -39.7% | -34.6% |
| 6M | -33.6% | +29.2% | -62.8% | -45.8% |
| YTD | -23.8% | +30.2% | -54.0% | -38.7% |
| 1Y | -30.7% | +39.5% | -70.2% | -47.3% |
| 3Y | +41.5% | +92.3% | -50.8% | -18.8% |
| 5Y | +23.0% | +43.0% | -19.9% | -14.8% |
| All | +23.0% | +41.1% | -18.0% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling