+192.6%
DKS vs BUD
-22.8%
+215.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | 0.0% |
| 7D | -4.7% | -3.2% | -1.5% | -3.6% |
| 30D | -35.1% | -3.7% | -31.4% | -34.1% |
| 3M | -37.7% | -4.4% | -33.3% | -36.7% |
| 6M | -30.7% | +7.7% | -38.5% | -32.9% |
| YTD | -31.9% | +23.1% | -55.0% | -37.4% |
| 1Y | -40.0% | +33.6% | -73.6% | -46.6% |
| 3Y | +28.4% | +44.7% | -16.3% | +7.1% |
| 5Y | +12.4% | +44.9% | -32.5% | -8.1% |
| All | +192.6% | -22.8% | +215.5% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BUD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling