+32.2%
DKS vs SPXU
-79.9%
+112.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +1.4% |
| 7D | -2.0% | +2.5% | -4.5% | -1.0% |
| 30D | -32.7% | +4.2% | -36.9% | -31.5% |
| 3M | -38.8% | -9.3% | -29.5% | -41.0% |
| 6M | -29.4% | -30.7% | +1.3% | -38.6% |
| YTD | -30.3% | -28.1% | -2.2% | -37.9% |
| 1Y | -39.6% | -35.2% | -4.4% | -48.1% |
| 3Y | +32.2% | -79.9% | +112.1% | -22.0% |
| All | +32.2% | -79.9% | +112.1% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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