+198.3%
DKS vs SUI
+104.7%
+93.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.4% |
| 7D | -2.9% | -4.3% | +1.4% | -1.0% |
| 30D | -37.7% | -2.1% | -35.6% | -37.5% |
| 3M | -38.9% | -6.1% | -32.8% | -37.6% |
| 6M | -31.1% | -12.8% | -18.3% | -27.3% |
| YTD | -31.8% | -4.6% | -27.2% | -31.0% |
| 1Y | -38.0% | -7.7% | -30.4% | -36.5% |
| 3Y | +28.6% | +10.9% | +17.7% | +16.5% |
| 5Y | +12.5% | -32.4% | +44.9% | +31.0% |
| 10Y | +198.3% | +105.7% | +92.7% | +146.6% |
| All | +198.3% | +104.7% | +93.6% | +146.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling