+47.9%
XBI vs DKS
-29.5%
+77.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.7% | -5.0% | +2.2% |
| 7D | +1.0% | +8.4% | -7.4% | +0.5% |
| 30D | +1.9% | +7.7% | -5.8% | +1.3% |
| 3M | +4.8% | -25.8% | +30.5% | +7.2% |
| 6M | +19.3% | -31.0% | +50.3% | +23.1% |
| YTD | +30.6% | -23.8% | +54.4% | +31.5% |
| 1Y | +47.9% | -29.8% | +77.7% | +50.7% |
| All | +47.9% | -29.5% | +77.4% | +50.7% |
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