+5,973.9%
DKS vs SUI
+1,245.4%
+4,728.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.5% |
| 7D | -2.1% | +6.2% | -8.3% | -4.9% |
| 30D | +7.3% | +8.6% | -1.2% | +3.3% |
| 3M | -28.4% | +1.0% | -29.4% | -29.2% |
| 6M | -36.9% | -2.6% | -34.3% | -36.6% |
| YTD | -27.3% | -0.1% | -27.2% | -28.0% |
| 1Y | -33.2% | +0.5% | -33.7% | -34.1% |
| 3Y | +32.2% | +15.3% | +16.9% | +18.1% |
| 5Y | +22.3% | -26.1% | +48.4% | +33.2% |
| 10Y | +230.5% | +117.8% | +112.6% | +105.2% |
| All | +5,973.9% | +1,245.4% | +4,728.6% | +1,105.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling