-26.4%
NOW vs DKS
+21.0%
-47.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.0% | -2.1% | -0.9% | -2.6% |
| 30D | -26.0% | +7.3% | -33.4% | -27.7% |
| 3M | -13.1% | -28.4% | +15.3% | -7.6% |
| 6M | +14.5% | -36.9% | +51.4% | +25.0% |
| YTD | -33.4% | -27.3% | -6.1% | -31.0% |
| 1Y | -40.6% | -33.2% | -7.4% | -36.9% |
| 3Y | -16.3% | +32.2% | -48.5% | -35.0% |
| All | -26.4% | +21.0% | -47.4% | -49.9% |
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 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