+12.5%
DKS vs GEN
+20.0%
-7.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -2.9% | -2.9% | 0.0% | -2.0% |
| 30D | -37.7% | +2.1% | -39.8% | -38.1% |
| 3M | -38.9% | +19.7% | -58.6% | -42.1% |
| 6M | -31.1% | +33.3% | -64.4% | -37.5% |
| YTD | -31.8% | +11.1% | -42.9% | -34.4% |
| 1Y | -38.0% | +3.0% | -41.0% | -38.9% |
| 3Y | +28.6% | +57.9% | -29.3% | +9.3% |
| 5Y | +12.5% | +20.6% | -8.1% | +7.9% |
| All | +12.5% | +20.0% | -7.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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