+6,270.2%
DKS vs PTC
+4,277.0%
+1,993.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.8% |
| 7D | +3.8% | +0.8% | +3.0% | +3.6% |
| 30D | +8.1% | +0.7% | +7.3% | +7.9% |
| 3M | -28.6% | +32.6% | -61.2% | -35.8% |
| 6M | -33.6% | +33.6% | -67.2% | -41.1% |
| YTD | -23.8% | +12.4% | -36.2% | -29.1% |
| 1Y | -30.7% | +11.2% | -42.0% | -35.4% |
| 3Y | +41.5% | +31.7% | +9.8% | +23.7% |
| 5Y | +23.0% | +60.1% | -37.0% | +0.5% |
| 10Y | +236.0% | +317.2% | -81.2% | +94.8% |
| All | +6,270.2% | +4,277.0% | +1,993.3% | +2,299.8% |
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