+1,022.8%
NBIS vs DKS
-35.4%
+1,058.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.1% |
| 7D | -0.8% | -3.0% | +2.1% | 0.0% |
| 30D | -13.4% | -33.4% | +20.0% | -1.1% |
| 3M | +1.0% | -39.4% | +40.4% | +18.6% |
| 6M | +100.5% | -30.1% | +130.6% | +107.1% |
| YTD | +168.3% | -31.0% | +199.2% | +181.4% |
| 1Y | +151.8% | -40.2% | +191.9% | +189.6% |
| All | +1,022.8% | -35.4% | +1,058.2% | +1,036.1% |
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