+6,182.7%
DKS vs PTC
+4,285.5%
+1,897.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | +3.3% | +0.8% | +2.4% | +3.0% |
| 30D | +5.9% | +1.2% | +4.7% | +5.5% |
| 3M | -27.4% | +32.6% | -60.1% | -34.8% |
| 6M | -32.6% | +36.1% | -68.7% | -40.6% |
| YTD | -24.8% | +12.7% | -37.5% | -30.1% |
| 1Y | -32.8% | +10.2% | -43.0% | -37.1% |
| 3Y | +39.1% | +29.4% | +9.6% | +22.2% |
| 5Y | +25.0% | +61.1% | -36.1% | +1.8% |
| 10Y | +226.2% | +317.1% | -90.9% | +89.2% |
| All | +6,182.7% | +4,285.5% | +1,897.2% | +2,265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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