+45.2%
NU vs DKS
+29.0%
+16.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.4% |
| 7D | -2.6% | -2.9% | +0.3% | -1.7% |
| 30D | +8.2% | -37.7% | +45.9% | +24.0% |
| 3M | +26.3% | -38.9% | +65.2% | +45.1% |
| 6M | +2.2% | -31.1% | +33.3% | +11.6% |
| YTD | -10.4% | -31.8% | +21.4% | -2.3% |
| 1Y | -3.0% | -38.0% | +35.1% | +8.5% |
| 3Y | +120.3% | +28.6% | +91.6% | +64.1% |
| All | +45.2% | +29.0% | +16.2% | -7.5% |
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