+70.8%
NVT vs DKS
-38.6%
+109.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.4% | +2.3% | +4.3% |
| 7D | +4.1% | -2.0% | +6.1% | +4.3% |
| 30D | -5.1% | -32.7% | +27.6% | -0.1% |
| 3M | -1.2% | -38.8% | +37.6% | +6.0% |
| 6M | +46.6% | -29.4% | +76.0% | +48.9% |
| YTD | +60.0% | -30.3% | +90.3% | +63.7% |
| 1Y | +70.8% | -39.6% | +110.4% | +80.7% |
| All | +70.8% | -38.6% | +109.4% | +80.7% |
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