+29.3%
DKS vs HRB
+25.9%
+3.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +0.9% |
| 7D | -2.9% | -10.6% | +7.7% | -2.0% |
| 30D | -37.7% | -0.8% | -36.9% | -37.6% |
| 3M | -38.9% | +19.1% | -58.0% | -39.6% |
| 6M | -31.1% | +48.7% | -79.8% | -33.3% |
| YTD | -31.8% | +7.1% | -38.9% | -30.1% |
| 1Y | -38.0% | -8.3% | -29.7% | -34.9% |
| All | +29.3% | +25.9% | +3.4% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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