+991.6%
WDC vs DKS
+15.5%
+976.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | +7.5% | -2.9% | +10.4% | +8.2% |
| 30D | +10.1% | -37.7% | +47.8% | +22.9% |
| 3M | -6.8% | -38.9% | +32.1% | +3.7% |
| 6M | +84.1% | -31.1% | +115.2% | +95.7% |
| YTD | +180.3% | -31.8% | +212.1% | +199.3% |
| 1Y | +411.1% | -38.0% | +449.1% | +459.2% |
| 3Y | +1,375.0% | +28.6% | +1,346.4% | +1,130.4% |
| 5Y | +991.6% | +12.5% | +979.0% | +736.5% |
| All | +991.6% | +15.5% | +976.1% | +736.5% |
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