+281.3%
P vs DKS
+11.8%
+269.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +6.5% | +3.0% | +3.5% | +5.8% |
| 30D | +18.8% | -30.5% | +49.4% | +27.3% |
| 3M | +26.7% | -35.7% | +62.4% | +37.8% |
| 6M | +62.2% | -29.7% | +91.9% | +70.6% |
| YTD | +48.5% | -28.9% | +77.4% | +55.6% |
| 1Y | +26.4% | -35.9% | +62.3% | +34.8% |
| 3Y | +159.4% | +28.2% | +131.3% | +121.2% |
| All | +281.3% | +11.8% | +269.4% | +187.9% |
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