+3,101.0%
MPC vs DKS
+416.0%
+2,685.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.4% |
| 7D | +5.4% | +3.0% | +2.4% | +4.6% |
| 30D | +31.0% | -30.5% | +61.5% | +41.8% |
| 3M | +46.0% | -35.7% | +81.7% | +60.8% |
| 6M | +77.3% | -29.7% | +107.0% | +88.4% |
| YTD | +141.9% | -28.9% | +170.8% | +155.5% |
| 1Y | +120.9% | -35.9% | +156.8% | +138.9% |
| 3Y | +182.7% | +28.2% | +154.5% | +136.3% |
| 5Y | +646.4% | +11.8% | +634.6% | +505.1% |
| 10Y | +1,138.7% | +211.6% | +927.1% | +502.6% |
| All | +3,101.0% | +416.0% | +2,685.0% | +947.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling