+2,230.8%
IGV vs DKS
+5,981.0%
-3,750.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.0% | -0.6% |
| 7D | -3.3% | -0.4% | -2.9% | -3.3% |
| 30D | 0.0% | -36.6% | +36.6% | +9.8% |
| 3M | +7.3% | -37.6% | +45.0% | +18.0% |
| 6M | +16.7% | -32.1% | +48.8% | +24.9% |
| YTD | -2.8% | -32.3% | +29.5% | +3.7% |
| 1Y | -6.7% | -39.5% | +32.8% | +2.0% |
| 3Y | +41.1% | +27.7% | +13.5% | +23.7% |
| 5Y | +22.0% | +15.0% | +7.0% | +5.3% |
| 10Y | +357.9% | +192.6% | +165.3% | +177.9% |
| All | +2,230.8% | +5,981.0% | -3,750.1% | +557.3% |
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