+25.4%
DKS vs BUD
+51.6%
-26.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.6% | +2.4% |
| 7D | +6.3% | +1.0% | +5.3% | +6.0% |
| 30D | +9.3% | +6.7% | +2.6% | +7.2% |
| 3M | -25.3% | +5.7% | -31.0% | -26.5% |
| 6M | -29.2% | +5.8% | -35.0% | -30.5% |
| YTD | -22.7% | +34.4% | -57.1% | -29.5% |
| 1Y | -30.1% | +33.3% | -63.4% | -36.1% |
| 3Y | +45.6% | +48.8% | -3.2% | +23.5% |
| All | +25.4% | +51.6% | -26.3% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling