+4,812.8%
GILD vs DKS
+6,162.0%
-1,349.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.1% | -1.1% |
| 7D | -4.8% | -2.0% | -2.8% | -4.5% |
| 30D | +5.8% | -32.7% | +38.5% | +10.9% |
| 3M | +14.9% | -38.8% | +53.7% | +22.0% |
| 6M | -0.4% | -29.4% | +29.1% | +3.4% |
| YTD | +18.5% | -30.3% | +48.8% | +23.0% |
| 1Y | +25.1% | -39.6% | +64.7% | +32.2% |
| 3Y | +105.9% | +32.2% | +73.7% | +87.6% |
| 5Y | +143.0% | +15.1% | +127.9% | +118.5% |
| 10Y | +162.4% | +204.9% | -42.5% | +83.7% |
| All | +4,812.8% | +6,162.0% | -1,349.2% | +1,998.3% |
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