+6,589.0%
MU vs DKS
+6,836.7%
-247.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +12.0% |
| 7D | +2.0% | +1.3% | +0.7% | +1.9% |
| 30D | -18.0% | +8.9% | -26.8% | -21.0% |
| 3M | -6.6% | -26.4% | +19.8% | +0.2% |
| 6M | +2.0% | -31.1% | +33.1% | +11.0% |
| YTD | +184.5% | -22.8% | +207.3% | +194.9% |
| 1Y | +236.9% | -29.5% | +266.4% | +260.2% |
| 3Y | +987.0% | +42.8% | +944.2% | +764.3% |
| 5Y | +1,014.6% | +29.2% | +985.5% | +765.4% |
| 10Y | +4,609.2% | +235.0% | +4,374.3% | +2,006.5% |
| All | +6,589.0% | +6,836.7% | -247.7% | +859.9% |
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