+567.0%
WDC vs DKS
+26.5%
+540.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.8% | -7.8% | -5.7% |
| 7D | +12.1% | +6.3% | +5.8% | +10.3% |
| 30D | -18.8% | +9.3% | -28.1% | -21.0% |
| 3M | -39.3% | -25.3% | -14.0% | -35.8% |
| 6M | -40.1% | -29.2% | -10.9% | -36.5% |
| YTD | +71.8% | -22.7% | +94.5% | +76.5% |
| 1Y | +88.5% | -30.1% | +118.6% | +99.6% |
| 3Y | +770.0% | +45.6% | +724.4% | +593.1% |
| All | +567.0% | +26.5% | +540.5% | +373.5% |
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