+239.7%
PAAS vs DKS
+197.0%
+42.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.6% |
| 7D | +2.6% | -2.9% | +5.5% | +3.0% |
| 30D | +2.5% | -37.7% | +40.2% | +7.6% |
| 3M | +15.1% | -38.9% | +54.0% | +21.1% |
| 6M | -12.1% | -31.1% | +19.0% | -8.8% |
| YTD | +3.1% | -31.8% | +34.9% | +6.9% |
| 1Y | +50.8% | -38.0% | +88.9% | +58.0% |
| 3Y | +259.5% | +28.6% | +230.9% | +240.1% |
| 5Y | +126.3% | +12.5% | +113.8% | +111.5% |
| 10Y | +239.7% | +198.3% | +41.4% | +138.6% |
| All | +239.7% | +197.0% | +42.7% | +138.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling