+203.4%
URI vs DKS
+11.8%
+191.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.8% |
| 7D | -2.0% | +3.0% | -5.0% | -3.0% |
| 30D | -12.9% | -30.5% | +17.6% | -3.8% |
| 3M | -6.7% | -35.7% | +29.0% | +5.6% |
| 6M | +19.0% | -29.7% | +48.7% | +29.4% |
| YTD | +25.5% | -28.9% | +54.4% | +35.8% |
| 1Y | +5.5% | -35.9% | +41.4% | +18.0% |
| 3Y | +111.3% | +28.2% | +83.2% | +73.8% |
| All | +203.4% | +11.8% | +191.6% | +143.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling