+15,304.5%
MSTR vs DKS
+6,292.4%
+9,012.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +12.2% | +3.0% | +9.2% | +11.1% |
| 30D | +45.2% | -30.5% | +75.7% | +59.0% |
| 3M | +10.4% | -35.7% | +46.1% | +23.5% |
| 6M | -2.5% | -29.7% | +27.2% | +5.6% |
| YTD | -6.0% | -28.9% | +22.8% | +1.2% |
| 1Y | -56.4% | -35.9% | -20.5% | -51.5% |
| 3Y | +306.3% | +28.2% | +278.1% | +248.2% |
| 5Y | +100.5% | +11.8% | +88.7% | +77.9% |
| 10Y | +741.1% | +211.6% | +529.5% | +388.0% |
| All | +15,304.5% | +6,292.4% | +9,012.1% | +2,335.3% |
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