+2,207.9%
TRGP vs DKS
+418.2%
+1,789.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.3% | +2.9% |
| 7D | -0.6% | -0.4% | -0.2% | -0.6% |
| 30D | +14.6% | -36.6% | +51.2% | +28.7% |
| 3M | +11.9% | -37.6% | +49.6% | +25.5% |
| 6M | +25.3% | -32.1% | +57.3% | +35.4% |
| YTD | +61.9% | -32.3% | +94.2% | +74.4% |
| 1Y | +87.3% | -39.5% | +126.8% | +108.0% |
| 3Y | +268.0% | +27.7% | +240.3% | +200.0% |
| 5Y | +638.2% | +15.0% | +623.2% | +476.7% |
| 10Y | +821.9% | +192.6% | +629.3% | +312.7% |
| All | +2,207.9% | +418.2% | +1,789.7% | +692.4% |
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