+2.4%
IQV vs DKS
+13.6%
-11.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.4% |
| 7D | -2.2% | -3.0% | +0.7% | -1.6% |
| 30D | +8.3% | -33.4% | +41.7% | +16.6% |
| 3M | +44.6% | -39.4% | +83.9% | +58.9% |
| 6M | +52.6% | -30.1% | +82.7% | +61.2% |
| YTD | +16.1% | -31.0% | +47.1% | +22.8% |
| 1Y | +37.3% | -40.2% | +77.4% | +49.8% |
| 3Y | +21.6% | +30.9% | -9.4% | +7.6% |
| All | +2.4% | +13.6% | -11.2% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling