+27.5%
UAL vs DKS
-29.5%
+57.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +7.7% | +0.3% | +6.2% |
| 7D | +11.9% | +8.4% | +3.5% | +9.9% |
| 30D | +5.2% | +7.7% | -2.4% | +3.4% |
| 3M | -12.7% | -25.8% | +13.0% | -6.4% |
| 6M | +28.5% | -31.0% | +59.5% | +40.9% |
| YTD | +3.5% | -23.8% | +27.3% | +6.8% |
| 1Y | +27.5% | -29.8% | +57.4% | +37.0% |
| All | +27.5% | -29.5% | +57.0% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling