+58.9%
BNY vs DKS
-32.3%
+91.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.3% |
| 7D | +1.4% | +3.0% | -1.6% | +1.3% |
| 30D | +3.8% | -30.5% | +34.4% | +5.6% |
| 3M | +14.9% | -35.7% | +50.6% | +17.6% |
| 6M | +40.3% | -29.7% | +70.0% | +41.2% |
| YTD | +43.8% | -28.9% | +72.6% | +44.2% |
| 1Y | +58.9% | -35.9% | +94.7% | +60.6% |
| All | +58.9% | -32.3% | +91.2% | +60.6% |
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