+575.8%
SPMO vs DKS
+249.6%
+326.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.2% |
| 7D | +2.7% | -2.9% | +5.6% | +3.2% |
| 30D | +1.1% | -37.7% | +38.8% | +7.8% |
| 3M | +2.0% | -38.9% | +41.0% | +8.9% |
| 6M | +26.5% | -31.1% | +57.6% | +32.0% |
| YTD | +26.5% | -31.8% | +58.3% | +32.0% |
| 1Y | +27.9% | -38.0% | +66.0% | +35.2% |
| 3Y | +160.4% | +28.6% | +131.8% | +140.7% |
| 5Y | +151.5% | +12.5% | +139.0% | +129.3% |
| 10Y | +526.3% | +198.3% | +328.0% | +334.0% |
| All | +575.8% | +249.6% | +326.2% | +371.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling