+72.4%
UBER vs DKS
+367.6%
-295.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.7% |
| 7D | -5.4% | -3.0% | -2.4% | -4.4% |
| 30D | -4.9% | -33.4% | +28.5% | +6.9% |
| 3M | +3.0% | -39.4% | +42.4% | +20.0% |
| 6M | -4.4% | -30.1% | +25.7% | +4.5% |
| YTD | -12.3% | -31.0% | +18.7% | -4.2% |
| 1Y | -24.3% | -40.2% | +15.9% | -13.3% |
| 3Y | +46.4% | +30.9% | +15.5% | +14.6% |
| 5Y | +79.7% | +14.0% | +65.6% | +37.9% |
| All | +72.4% | +367.6% | -295.2% | -50.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling