+911.5%
BE vs DKS
+427.0%
+484.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.8% | +7.6% |
| 7D | +20.0% | +3.0% | +17.0% | +18.2% |
| 30D | +7.9% | -30.5% | +38.4% | +22.7% |
| 3M | -13.2% | -35.7% | +22.5% | +1.5% |
| 6M | +53.5% | -29.7% | +83.1% | +70.1% |
| YTD | +191.0% | -28.9% | +219.9% | +220.5% |
| 1Y | +360.5% | -35.9% | +396.4% | +434.3% |
| 3Y | +1,568.0% | +28.2% | +1,539.9% | +1,094.7% |
| 5Y | +1,055.2% | +11.8% | +1,043.4% | +715.2% |
| All | +911.5% | +427.0% | +484.4% | +109.8% |
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