+62.1%
SPG vs DKS
+206.3%
-144.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.7% |
| 7D | -1.2% | -2.0% | +0.9% | -0.6% |
| 30D | -6.1% | -32.7% | +26.6% | +4.5% |
| 3M | -3.6% | -38.8% | +35.1% | +10.5% |
| 6M | +10.4% | -29.4% | +39.9% | +19.7% |
| YTD | +14.4% | -30.3% | +44.7% | +24.1% |
| 1Y | +16.5% | -39.6% | +56.1% | +32.0% |
| 3Y | +106.8% | +32.2% | +74.6% | +65.4% |
| 5Y | +108.9% | +15.1% | +93.8% | +63.6% |
| All | +62.1% | +206.3% | -144.2% | -36.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling