Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • DKS vs PENG✓SelectedUSD · PENGDKS vs PENG performance historyLatest closeAs of-4.87%09/08
Stock and ETF performance explorer

DKS vs PENG

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-39.5%
PENG return
+106.3%
Excess return
-145.8%
Maximum drawdown
-48.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioPENGExcessAlpha
1D-4.9%-0.9%-4.0%-4.8%
7D-0.4%+7.8%-8.2%-0.9%
30D-36.6%-12.2%-24.4%-36.3%
3M-37.6%-20.6%-17.0%-37.7%
6M-32.1%+180.9%-213.0%-47.1%
YTD-32.3%+162.3%-194.6%-46.8%
1Y-39.5%+107.3%-146.8%-52.4%
All-39.5%+106.3%-145.8%-52.4%

Cumulative growth

Daily Returns

Daily percentage return beside PENG.

Daily Out/Under-Performance

Portfolio return minus PENG return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PENG 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 1y: compounded portfolio wealth divided by compounded PENG 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…

1y analysis · Full analysis span regression · 6 months rolling