+656.2%
TRI vs DKS
+6,026.4%
-5,370.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -8.4% | -2.9% | -5.5% | -7.9% |
| 30D | -6.5% | -37.7% | +31.2% | +0.4% |
| 3M | +18.6% | -38.9% | +57.5% | +27.7% |
| 6M | -10.4% | -31.1% | +20.6% | -6.1% |
| YTD | -23.7% | -31.8% | +8.1% | -20.0% |
| 1Y | -42.5% | -38.0% | -4.4% | -38.9% |
| 3Y | -19.3% | +28.6% | -47.9% | -27.6% |
| 5Y | -9.7% | +12.5% | -22.2% | -20.3% |
| 10Y | +194.4% | +198.3% | -3.9% | +92.8% |
| All | +656.2% | +6,026.4% | -5,370.3% | +192.5% |
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