+14,172.3%
URI vs DKS
+6,292.4%
+7,879.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.8% |
| 7D | -2.0% | +3.0% | -5.0% | -3.2% |
| 30D | -12.9% | -30.5% | +17.6% | -2.0% |
| 3M | -6.7% | -35.7% | +29.0% | +8.0% |
| 6M | +19.0% | -29.7% | +48.7% | +31.7% |
| YTD | +25.5% | -28.9% | +54.4% | +38.0% |
| 1Y | +5.5% | -35.9% | +41.4% | +20.4% |
| 3Y | +111.3% | +28.2% | +83.2% | +70.6% |
| 5Y | +198.6% | +11.8% | +186.7% | +138.3% |
| 10Y | +1,179.9% | +211.6% | +968.3% | +448.3% |
| All | +14,172.3% | +6,292.4% | +7,879.9% | +2,644.7% |
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