+236.7%
IQV vs DKS
+206.3%
+30.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.2% |
| 7D | -2.2% | -2.0% | -0.2% | -1.8% |
| 30D | +8.3% | -32.7% | +41.0% | +16.1% |
| 3M | +44.6% | -38.8% | +83.4% | +58.1% |
| 6M | +52.6% | -29.4% | +82.0% | +60.8% |
| YTD | +16.1% | -30.3% | +46.4% | +22.5% |
| 1Y | +37.3% | -39.6% | +76.9% | +49.1% |
| 3Y | +21.6% | +32.2% | -10.6% | +8.6% |
| 5Y | +0.5% | +15.1% | -14.6% | -11.7% |
| All | +236.7% | +206.3% | +30.4% | +101.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling