+142.4%
GILD vs DKS
+14.7%
+127.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.1% | -1.0% |
| 7D | -4.8% | -2.0% | -2.8% | -4.7% |
| 30D | +5.8% | -32.7% | +38.5% | +8.9% |
| 3M | +14.9% | -38.8% | +53.7% | +19.4% |
| 6M | -0.4% | -29.4% | +29.1% | +2.0% |
| YTD | +18.5% | -30.3% | +48.8% | +21.3% |
| 1Y | +25.1% | -39.6% | +64.7% | +29.6% |
| 3Y | +105.9% | +32.2% | +73.7% | +92.4% |
| All | +142.4% | +14.7% | +127.7% | +123.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling