+1,182.4%
URI vs DKS
+237.0%
+945.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.6% | -2.6% |
| 7D | -6.0% | +9.4% | -15.4% | -9.1% |
| 30D | +4.6% | +9.8% | -5.2% | +0.8% |
| 3M | -2.7% | -29.3% | +26.6% | +7.0% |
| 6M | +18.4% | -32.6% | +50.9% | +31.4% |
| YTD | +37.4% | -22.6% | +59.9% | +44.0% |
| 1Y | +30.4% | -29.8% | +60.2% | +41.5% |
| 3Y | +147.9% | +43.2% | +104.7% | +96.1% |
| 5Y | +202.1% | +29.8% | +172.2% | +134.2% |
| 10Y | +1,182.4% | +236.7% | +945.8% | +439.8% |
| All | +1,182.4% | +237.0% | +945.4% | +439.8% |
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 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