+1,701.9%
NI vs DKS
+5,981.0%
-4,279.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +1.9% |
| 7D | +2.3% | -0.4% | +2.7% | +2.3% |
| 30D | -1.7% | -36.6% | +35.0% | +3.3% |
| 3M | -8.0% | -37.6% | +29.6% | -3.2% |
| 6M | -8.6% | -32.1% | +23.4% | -5.2% |
| YTD | +2.3% | -32.3% | +34.7% | +6.1% |
| 1Y | +6.9% | -39.5% | +46.4% | +12.2% |
| 3Y | +70.6% | +27.7% | +42.9% | +57.4% |
| 5Y | +96.4% | +15.0% | +81.4% | +77.9% |
| 10Y | +136.1% | +192.6% | -56.5% | +70.7% |
| All | +1,701.9% | +5,981.0% | -4,279.1% | +861.4% |
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