+724.9%
DELL vs DKS
+30.4%
+694.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +11.3% |
| 7D | +8.2% | -2.0% | +10.3% | +8.9% |
| 30D | +17.1% | -32.7% | +49.8% | +29.5% |
| 3M | +45.2% | -38.8% | +84.0% | +64.8% |
| 6M | +286.8% | -29.4% | +316.2% | +313.4% |
| YTD | +354.8% | -30.3% | +385.1% | +386.1% |
| 1Y | +358.3% | -39.6% | +397.9% | +417.2% |
| 3Y | +724.9% | +32.2% | +692.7% | +694.0% |
| All | +724.9% | +30.4% | +694.5% | +694.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling