+180.5%
PL vs DKS
-32.3%
+212.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.2% |
| 7D | -9.3% | +3.0% | -12.3% | -9.6% |
| 30D | -18.9% | -30.5% | +11.6% | -15.7% |
| 3M | -58.4% | -35.7% | -22.7% | -56.4% |
| 6M | -30.3% | -29.7% | -0.6% | -28.0% |
| YTD | -8.1% | -28.9% | +20.7% | -6.3% |
| 1Y | +180.5% | -35.9% | +216.4% | +205.7% |
| All | +180.5% | -32.3% | +212.8% | +205.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling