+1,319.4%
SU vs DKS
+6,016.3%
-4,696.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +1.7% | -4.7% | +6.4% | +2.7% |
| 30D | +9.6% | -35.1% | +44.7% | +18.6% |
| 3M | +11.7% | -37.7% | +49.4% | +21.5% |
| 6M | +21.9% | -30.7% | +52.7% | +28.5% |
| YTD | +58.6% | -31.9% | +90.6% | +67.4% |
| 1Y | +66.5% | -40.0% | +106.5% | +80.0% |
| 3Y | +121.4% | +28.4% | +93.0% | +92.7% |
| 5Y | +355.7% | +12.4% | +343.3% | +287.1% |
| 10Y | +264.2% | +197.8% | +66.4% | +114.9% |
| All | +1,319.4% | +6,016.3% | -4,696.9% | +470.5% |
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