+196.8%
DKS vs BEN
+56.6%
+140.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -3.0% | -3.1% | +0.1% | -1.5% |
| 30D | -33.4% | +0.2% | -33.5% | -33.7% |
| 3M | -39.4% | +6.8% | -46.2% | -41.7% |
| 6M | -30.1% | +38.1% | -68.2% | -41.3% |
| YTD | -31.0% | +44.3% | -75.3% | -43.4% |
| 1Y | -40.2% | +42.6% | -82.7% | -50.8% |
| 3Y | +30.9% | +52.3% | -21.4% | +1.1% |
| 5Y | +14.0% | +37.6% | -23.6% | -10.2% |
| All | +196.8% | +56.6% | +140.2% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling