+272.7%
PNC vs DKS
+203.5%
+69.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | -0.6% | -3.0% | +2.4% | +0.2% |
| 30D | -4.4% | -33.4% | +29.0% | +4.1% |
| 3M | +5.2% | -39.4% | +44.6% | +17.1% |
| 6M | +20.6% | -30.1% | +50.7% | +28.6% |
| YTD | +19.8% | -31.0% | +50.7% | +27.9% |
| 1Y | +24.4% | -40.2% | +64.6% | +37.4% |
| 3Y | +131.2% | +30.9% | +100.3% | +98.7% |
| 5Y | +53.1% | +14.0% | +39.1% | +29.4% |
| All | +272.7% | +203.5% | +69.2% | +94.3% |
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