+2.6%
NOW vs DKS
+9.4%
-6.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.9% | -0.1% | -3.7% |
| 7D | -6.1% | -0.4% | -5.6% | -6.0% |
| 30D | +7.5% | -36.6% | +44.1% | +18.9% |
| 3M | +17.5% | -37.6% | +55.1% | +30.2% |
| 6M | +7.9% | -32.1% | +40.0% | +15.4% |
| YTD | -12.4% | -32.3% | +19.9% | -6.8% |
| 1Y | -28.6% | -39.5% | +10.9% | -21.7% |
| 3Y | +11.8% | +27.7% | -15.8% | -11.8% |
| 5Y | +2.6% | +15.0% | -12.4% | -29.2% |
| All | +2.6% | +9.4% | -6.8% | -29.2% |
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 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