+12.6%
DKS vs WU
-51.2%
+63.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | -2.9% | -4.9% | +2.0% | -1.2% |
| 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% | -25.0% |
| YTD | -31.8% | -21.1% | -10.7% | -27.1% |
| 1Y | -38.0% | -10.3% | -27.7% | -37.2% |
| 3Y | +28.6% | -28.4% | +57.0% | +38.9% |
| All | +12.6% | -51.2% | +63.8% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling