+233.5%
SPOT vs DKS
+30.4%
+203.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.6% |
| 7D | -3.1% | -2.0% | -1.0% | -2.9% |
| 30D | +7.4% | -32.7% | +40.1% | +10.6% |
| 3M | +8.2% | -38.8% | +47.0% | +12.4% |
| 6M | +2.2% | -29.4% | +31.6% | +4.5% |
| YTD | -9.5% | -30.3% | +20.8% | -7.6% |
| 1Y | -23.8% | -39.6% | +15.8% | -21.0% |
| 3Y | +233.5% | +32.2% | +201.3% | +205.6% |
| All | +233.5% | +30.4% | +203.1% | +205.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling