+1,047.3%
DKS vs BUD
+201.1%
+846.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +3.0% | +0.3% | +2.7% | +2.9% |
| 30D | -30.5% | -5.7% | -24.9% | -28.8% |
| 3M | -35.7% | +3.1% | -38.8% | -36.5% |
| 6M | -29.7% | +7.9% | -37.6% | -32.1% |
| YTD | -28.9% | +27.3% | -56.2% | -36.0% |
| 1Y | -35.9% | +37.8% | -73.7% | -44.3% |
| 3Y | +28.2% | +49.8% | -21.7% | +4.1% |
| 5Y | +11.8% | +43.8% | -32.0% | -9.3% |
| 10Y | +211.6% | -22.6% | +234.2% | +199.8% |
| All | +1,047.3% | +201.1% | +846.2% | +424.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling