+64.0%
XBI vs DKS
-38.6%
+102.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.5% |
| 7D | -4.6% | -2.0% | -2.6% | -4.5% |
| 30D | -2.0% | -32.7% | +30.7% | +1.5% |
| 3M | +17.8% | -38.8% | +56.6% | +23.8% |
| 6M | +23.7% | -29.4% | +53.2% | +26.8% |
| YTD | +28.2% | -30.3% | +58.5% | +30.8% |
| 1Y | +64.0% | -39.6% | +103.6% | +71.4% |
| All | +64.0% | -38.6% | +102.6% | +71.4% |
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 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