+25.4%
DKS vs SUI
-26.4%
+51.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.8% | +2.5% |
| 7D | +6.3% | -1.5% | +7.8% | +6.8% |
| 30D | +9.3% | +3.7% | +5.6% | +8.1% |
| 3M | -25.3% | -0.4% | -24.9% | -25.5% |
| 6M | -29.2% | -2.8% | -26.4% | -28.9% |
| YTD | -22.7% | -1.6% | -21.1% | -22.9% |
| 1Y | -30.1% | -2.1% | -28.1% | -30.1% |
| 3Y | +45.6% | +18.5% | +27.2% | +32.5% |
| All | +25.4% | -26.4% | +51.8% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling