+712.5%
NVT vs DKS
+421.6%
+290.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -2.0% | -2.1% |
| 7D | +2.0% | -4.7% | +6.8% | +3.5% |
| 30D | -7.2% | -35.1% | +27.9% | +4.3% |
| 3M | -0.9% | -37.7% | +36.8% | +12.1% |
| 6M | +42.6% | -30.7% | +73.3% | +54.6% |
| YTD | +52.9% | -31.9% | +84.8% | +66.6% |
| 1Y | +64.5% | -40.0% | +104.5% | +86.2% |
| 3Y | +178.0% | +28.4% | +149.6% | +134.3% |
| 5Y | +402.8% | +12.4% | +390.4% | +315.0% |
| All | +712.5% | +421.6% | +290.9% | +225.1% |
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 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