+29.3%
DKS vs BUD
+44.4%
-15.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -2.9% | -1.3% | -1.6% | -2.7% |
| 30D | -37.7% | -6.1% | -31.6% | -37.1% |
| 3M | -38.9% | -3.8% | -35.2% | -38.6% |
| 6M | -31.1% | +8.2% | -39.3% | -31.8% |
| YTD | -31.8% | +23.6% | -55.4% | -33.6% |
| 1Y | -38.0% | +33.4% | -71.5% | -40.2% |
| All | +29.3% | +44.4% | -15.1% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling