+981.2%
DKS vs SPXU
-100.0%
+1,081.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -4.2% |
| 7D | -0.4% | -1.5% | +1.0% | -0.9% |
| 30D | -36.6% | +3.7% | -40.3% | -35.6% |
| 3M | -37.6% | -9.6% | -28.1% | -39.6% |
| 6M | -32.1% | -32.4% | +0.3% | -40.5% |
| YTD | -32.3% | -28.7% | -3.6% | -39.2% |
| 1Y | -39.5% | -38.2% | -1.3% | -48.0% |
| 3Y | +27.7% | -80.4% | +108.1% | -19.3% |
| 5Y | +15.0% | -86.0% | +101.0% | -22.9% |
| 10Y | +192.6% | -99.5% | +292.1% | -15.9% |
| All | +981.2% | -100.0% | +1,081.2% | -7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling