+187.8%
PCG vs DKS
+6,292.4%
-6,104.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.9% | +2.5% |
| 7D | -13.9% | +3.0% | -16.9% | -14.3% |
| 30D | -16.9% | -30.5% | +13.7% | -13.3% |
| 3M | -14.7% | -35.7% | +21.0% | -10.1% |
| 6M | -23.8% | -29.7% | +5.9% | -21.0% |
| YTD | -10.5% | -28.9% | +18.4% | -7.4% |
| 1Y | -5.1% | -35.9% | +30.8% | -0.5% |
| 3Y | -11.6% | +28.2% | -39.8% | -19.2% |
| 5Y | +59.0% | +11.8% | +47.2% | +43.4% |
| 10Y | -75.7% | +211.6% | -287.3% | -83.1% |
| All | +187.8% | +6,292.4% | -6,104.6% | +14.5% |
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