+15,516.1%
URI vs DKS
+6,856.2%
+8,659.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.6% | -2.7% |
| 7D | -6.0% | +9.4% | -15.4% | -9.6% |
| 30D | +4.6% | +9.8% | -5.2% | +0.2% |
| 3M | -2.7% | -29.3% | +26.6% | +8.1% |
| 6M | +18.4% | -32.6% | +50.9% | +32.9% |
| YTD | +37.4% | -22.6% | +59.9% | +44.6% |
| 1Y | +30.4% | -29.8% | +60.2% | +42.7% |
| 3Y | +147.9% | +43.2% | +104.7% | +89.8% |
| 5Y | +202.1% | +29.8% | +172.2% | +125.9% |
| 10Y | +1,182.4% | +236.7% | +945.8% | +429.3% |
| All | +15,516.1% | +6,856.2% | +8,659.9% | +2,777.4% |
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