+72.2%
EQX vs DKS
+14.7%
+57.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.7% | +1.4% |
| 7D | -3.2% | -2.0% | -1.2% | -3.0% |
| 30D | +7.8% | -32.7% | +40.5% | +12.2% |
| 3M | +21.3% | -38.8% | +60.1% | +27.7% |
| 6M | -22.4% | -29.4% | +7.0% | -19.7% |
| YTD | -11.3% | -30.3% | +19.0% | -8.3% |
| 1Y | +13.5% | -39.6% | +53.1% | +19.2% |
| 3Y | +162.1% | +32.2% | +130.0% | +143.2% |
| All | +72.2% | +14.7% | +57.5% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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