+12,741.4%
WMB vs DKS
+6,292.4%
+6,448.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.2% |
| 7D | +0.6% | +3.0% | -2.4% | -0.2% |
| 30D | +3.3% | -30.5% | +33.8% | +10.9% |
| 3M | +3.1% | -35.7% | +38.8% | +12.6% |
| 6M | -0.7% | -29.7% | +29.0% | +5.4% |
| YTD | +25.2% | -28.9% | +54.0% | +32.0% |
| 1Y | +32.9% | -35.9% | +68.7% | +43.1% |
| 3Y | +140.6% | +28.2% | +112.4% | +104.5% |
| 5Y | +273.5% | +11.8% | +261.6% | +208.2% |
| 10Y | +334.2% | +211.6% | +122.6% | +127.7% |
| All | +12,741.4% | +6,292.4% | +6,448.9% | +4,033.8% |
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