+2,035.7%
UNH vs DKS
+5,981.0%
-3,945.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.8% | +1.8% |
| 7D | +1.1% | -0.4% | +1.6% | +1.2% |
| 30D | -1.5% | -36.6% | +35.1% | +5.1% |
| 3M | -0.8% | -37.6% | +36.8% | +6.0% |
| 6M | +41.8% | -32.1% | +73.9% | +48.7% |
| YTD | +23.1% | -32.3% | +55.4% | +28.9% |
| 1Y | +28.5% | -39.5% | +68.0% | +36.9% |
| 3Y | -11.8% | +27.7% | -39.4% | -20.5% |
| 5Y | +5.3% | +15.0% | -9.7% | -7.4% |
| 10Y | +247.4% | +192.6% | +54.8% | +127.3% |
| All | +2,035.7% | +5,981.0% | -3,945.3% | +779.8% |
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