+37.3%
IQV vs DKS
-38.6%
+75.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.4% |
| 7D | -2.2% | -2.0% | -0.2% | -2.0% |
| 30D | +8.3% | -32.7% | +41.0% | +13.4% |
| 3M | +44.6% | -38.8% | +83.4% | +53.7% |
| 6M | +52.6% | -29.4% | +82.0% | +56.7% |
| YTD | +16.1% | -30.3% | +46.4% | +18.9% |
| 1Y | +37.3% | -39.6% | +76.9% | +47.7% |
| All | +37.3% | -38.6% | +75.9% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling