+5,845.5%
DKS vs IBB
+1,252.6%
+4,593.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +0.1% |
| 7D | +3.0% | +1.4% | +1.6% | +2.1% |
| 30D | -30.5% | +10.5% | -41.0% | -35.4% |
| 3M | -35.7% | +23.6% | -59.3% | -44.5% |
| 6M | -29.7% | +22.6% | -52.3% | -39.1% |
| YTD | -28.9% | +25.7% | -54.5% | -39.6% |
| 1Y | -35.9% | +51.4% | -87.2% | -51.8% |
| 3Y | +28.2% | +64.4% | -36.2% | -9.3% |
| 5Y | +11.8% | +22.1% | -10.3% | -4.8% |
| 10Y | +211.6% | +132.5% | +79.1% | +68.6% |
| All | +5,845.5% | +1,252.6% | +4,593.0% | +837.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling