+279.9%
GIS vs DKS
+5,981.0%
-5,701.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | -1.2% |
| 7D | -8.3% | -0.4% | -7.8% | -8.3% |
| 30D | +2.2% | -36.6% | +38.8% | +5.0% |
| 3M | +15.7% | -37.6% | +53.3% | +19.0% |
| 6M | -12.0% | -32.1% | +20.1% | -10.1% |
| YTD | -15.0% | -32.3% | +17.4% | -13.2% |
| 1Y | -20.1% | -39.5% | +19.4% | -18.0% |
| 3Y | -34.6% | +27.7% | -62.3% | -37.2% |
| 5Y | -22.8% | +15.0% | -37.9% | -26.7% |
| 10Y | -18.5% | +192.6% | -211.1% | -30.9% |
| All | +279.9% | +5,981.0% | -5,701.0% | +198.7% |
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