+82.2%
UBER vs DKS
+381.9%
-299.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.1% |
| 7D | -3.9% | +3.0% | -6.9% | -4.9% |
| 30D | +11.1% | -30.5% | +41.7% | +23.1% |
| 3M | +4.9% | -35.7% | +40.6% | +19.5% |
| 6M | -1.2% | -29.7% | +28.5% | +7.9% |
| YTD | -7.3% | -28.9% | +21.6% | +0.2% |
| 1Y | -17.6% | -35.9% | +18.2% | -8.2% |
| 3Y | +61.1% | +28.2% | +32.9% | +27.4% |
| 5Y | +87.9% | +11.8% | +76.1% | +45.5% |
| All | +82.2% | +381.9% | -299.7% | -48.3% |
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