+910.3%
XBI vs DKS
+944.4%
-34.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -4.6% | -4.7% | +0.1% | -3.4% |
| 30D | -0.8% | -35.1% | +34.3% | +8.6% |
| 3M | +21.8% | -37.7% | +59.5% | +34.4% |
| 6M | +23.2% | -30.7% | +53.9% | +31.7% |
| YTD | +28.7% | -31.9% | +60.7% | +37.8% |
| 1Y | +67.8% | -40.0% | +107.8% | +84.8% |
| 3Y | +100.6% | +28.4% | +72.2% | +72.6% |
| 5Y | +19.8% | +12.4% | +7.4% | +2.0% |
| 10Y | +159.7% | +197.8% | -38.1% | +50.0% |
| All | +910.3% | +944.4% | -34.1% | +233.2% |
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