+110.6%
SPOT vs DKS
+12.8%
+97.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | -6.9% | -4.7% | -2.1% | -5.9% |
| 30D | +4.1% | -35.1% | +39.2% | +12.8% |
| 3M | +3.7% | -37.7% | +41.4% | +13.2% |
| 6M | -1.6% | -30.7% | +29.1% | +4.1% |
| YTD | -10.2% | -31.9% | +21.8% | -5.1% |
| 1Y | -25.9% | -40.0% | +14.1% | -19.6% |
| 3Y | +235.6% | +28.4% | +207.2% | +162.2% |
| 5Y | +110.6% | +12.4% | +98.1% | +43.3% |
| All | +110.6% | +12.8% | +97.8% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling