+5.5%
URI vs DKS
-39.1%
+44.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.4% | +1.5% |
| 7D | +2.5% | -0.4% | +3.0% | +2.5% |
| 30D | -12.5% | -36.6% | +24.1% | -4.6% |
| 3M | -6.2% | -37.6% | +31.4% | +2.5% |
| 6M | +25.9% | -32.1% | +57.9% | +31.5% |
| YTD | +26.2% | -32.3% | +58.5% | +32.0% |
| 1Y | +5.5% | -39.5% | +45.0% | +13.8% |
| All | +5.5% | -39.1% | +44.6% | +13.8% |
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 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