+16.6%
DKS vs PFG
+111.0%
-94.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +1.7% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -32.7% | +2.9% | -35.6% | -33.9% |
| 3M | -38.8% | +6.7% | -45.5% | -41.3% |
| 6M | -29.4% | +33.8% | -63.2% | -41.3% |
| YTD | -30.3% | +35.0% | -65.3% | -42.6% |
| 1Y | -39.6% | +46.4% | -86.0% | -52.7% |
| 3Y | +32.2% | +71.7% | -39.5% | -6.5% |
| All | +16.6% | +111.0% | -94.3% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded PFG 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling