+753.4%
DKS vs WU
-19.6%
+773.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.5% | 0.0% |
| 7D | +3.0% | -0.8% | +3.8% | +3.4% |
| 30D | -30.5% | -1.1% | -29.4% | -30.4% |
| 3M | -35.7% | -3.9% | -31.8% | -35.7% |
| 6M | -29.7% | -20.7% | -9.0% | -23.5% |
| YTD | -28.9% | -18.4% | -10.5% | -23.8% |
| 1Y | -35.9% | -8.1% | -27.8% | -35.6% |
| 3Y | +28.2% | -24.2% | +52.3% | +37.8% |
| 5Y | +11.8% | -50.4% | +62.3% | +42.9% |
| 10Y | +211.6% | -40.0% | +251.6% | +251.5% |
| All | +753.4% | -19.6% | +773.0% | +647.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling