+59.2%
HAL vs DKS
+26.5%
+32.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | +2.6% |
| 7D | +6.1% | +6.3% | -0.2% | +4.9% |
| 30D | +2.9% | +9.3% | -6.4% | +1.1% |
| 3M | +3.3% | -25.3% | +28.6% | +7.4% |
| 6M | -16.9% | -29.2% | +12.3% | -13.2% |
| YTD | +21.2% | -22.7% | +43.9% | +23.6% |
| 1Y | +27.5% | -30.1% | +57.7% | +32.8% |
| 3Y | -6.4% | +45.6% | -52.1% | -15.4% |
| All | +59.2% | +26.5% | +32.7% | +42.0% |
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