+339.6%
PODD vs DKS
+226.4%
+113.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.6% | +1.6% |
| 7D | +4.1% | +6.3% | -2.2% | +2.9% |
| 30D | +13.9% | +9.3% | +4.5% | +12.1% |
| 3M | +4.1% | -25.3% | +29.4% | +8.2% |
| 6M | +2.4% | -29.2% | +31.6% | +7.3% |
| YTD | -46.4% | -22.7% | -23.6% | -44.9% |
| 1Y | -54.2% | -30.1% | -24.1% | -52.1% |
| 3Y | -6.9% | +45.6% | -52.5% | -18.1% |
| 5Y | -51.6% | +28.5% | -80.0% | -58.1% |
| All | +339.6% | +226.4% | +113.1% | +171.5% |
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 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