+11,667.6%
WMB vs DKS
+6,856.2%
+4,811.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | 0.0% | +1.1% |
| 7D | -6.9% | +9.4% | -16.3% | -9.1% |
| 30D | -7.2% | +9.8% | -16.9% | -9.6% |
| 3M | -5.4% | -29.3% | +23.8% | +0.5% |
| 6M | -4.9% | -32.6% | +27.7% | +1.7% |
| YTD | +14.7% | -22.6% | +37.3% | +17.6% |
| 1Y | +14.7% | -29.8% | +44.5% | +20.4% |
| 3Y | +116.4% | +43.2% | +73.2% | +78.0% |
| 5Y | +198.5% | +29.8% | +168.7% | +136.3% |
| 10Y | +266.3% | +236.7% | +29.6% | +87.4% |
| All | +11,667.6% | +6,856.2% | +4,811.5% | +3,584.3% |
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