+18.0%
Q vs DKS
-29.5%
+47.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.7% | -7.8% | -0.7% |
| 7D | -3.3% | +8.4% | -11.7% | -4.0% |
| 30D | -9.7% | +7.7% | -17.4% | -10.6% |
| 3M | -16.1% | -25.8% | +9.6% | -12.7% |
| 6M | -15.7% | -31.0% | +15.3% | -10.8% |
| YTD | +45.7% | -23.8% | +69.5% | +48.9% |
| 1Y | +18.0% | -29.8% | +47.8% | +19.6% |
| All | +18.0% | -29.5% | +47.5% | +19.6% |
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 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