+29.3%
DKS vs WPM
+273.6%
-244.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.7% |
| 7D | -2.9% | +3.9% | -6.8% | -3.2% |
| 30D | -37.7% | +17.7% | -55.4% | -39.0% |
| 3M | -38.9% | +39.4% | -78.4% | -41.3% |
| 6M | -31.1% | +6.4% | -37.5% | -32.3% |
| YTD | -31.8% | +34.0% | -65.8% | -34.3% |
| 1Y | -38.0% | +50.5% | -88.6% | -40.8% |
| All | +29.3% | +273.6% | -244.2% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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