+29.3%
DKS vs WU
-28.6%
+58.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | -2.9% | -4.9% | +2.0% | -1.3% |
| 30D | -37.7% | -1.3% | -36.4% | -37.5% |
| 3M | -38.9% | -3.6% | -35.4% | -38.9% |
| 6M | -31.1% | -24.3% | -6.8% | -24.7% |
| YTD | -31.8% | -21.1% | -10.7% | -26.9% |
| 1Y | -38.0% | -10.3% | -27.7% | -37.3% |
| All | +29.3% | -28.6% | +58.0% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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