+193.1%
DKS vs BUD
-22.5%
+215.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.6% |
| 7D | -2.9% | -1.3% | -1.6% | -2.4% |
| 30D | -37.7% | -6.1% | -31.6% | -36.2% |
| 3M | -38.9% | -3.8% | -35.2% | -38.1% |
| 6M | -31.1% | +8.2% | -39.3% | -33.3% |
| YTD | -31.8% | +23.6% | -55.4% | -37.4% |
| 1Y | -38.0% | +33.4% | -71.5% | -44.8% |
| 3Y | +28.6% | +45.3% | -16.7% | +7.1% |
| 5Y | +12.5% | +44.3% | -31.7% | -7.8% |
| All | +193.1% | -22.5% | +215.6% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling