-35.9%
DKS vs WSM
+19.9%
-55.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -1.7% |
| 7D | +3.0% | -3.3% | +6.3% | +4.9% |
| 30D | -30.5% | -8.4% | -22.1% | -26.8% |
| 3M | -35.7% | +9.7% | -45.3% | -38.6% |
| 6M | -29.7% | +16.7% | -46.4% | -35.4% |
| YTD | -28.9% | +28.7% | -57.5% | -39.7% |
| 1Y | -35.9% | +13.7% | -49.5% | -40.6% |
| All | -35.9% | +19.9% | -55.7% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling