+15,534.2%
WDC vs DKS
+6,292.4%
+9,241.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +6.0% |
| 7D | +1.7% | +3.0% | -1.3% | +0.6% |
| 30D | -10.0% | -30.5% | +20.6% | -1.0% |
| 3M | -18.8% | -35.7% | +16.9% | -9.1% |
| 6M | +79.0% | -29.7% | +108.7% | +92.9% |
| YTD | +171.6% | -28.9% | +200.4% | +191.5% |
| 1Y | +417.4% | -35.9% | +453.3% | +471.9% |
| 3Y | +1,251.8% | +28.2% | +1,223.6% | +1,018.7% |
| 5Y | +911.7% | +11.8% | +899.9% | +725.0% |
| 10Y | +1,399.6% | +211.6% | +1,188.0% | +620.7% |
| All | +15,534.2% | +6,292.4% | +9,241.8% | +2,537.8% |
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