+24.3%
W vs DKS
-29.5%
+53.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +7.7% | +3.3% | +9.3% |
| 7D | +8.4% | +8.4% | -0.1% | +6.6% |
| 30D | +16.5% | +7.7% | +8.8% | +14.7% |
| 3M | +6.4% | -25.8% | +32.2% | +12.4% |
| 6M | +90.5% | -31.0% | +121.5% | +106.0% |
| YTD | +23.1% | -23.8% | +46.8% | +31.4% |
| 1Y | +24.3% | -29.8% | +54.1% | +33.1% |
| All | +24.3% | -29.5% | +53.8% | +33.1% |
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