+277.4%
SMH vs DKS
+27.3%
+250.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.3% | -2.4% |
| 7D | +1.4% | -4.7% | +6.1% | +2.6% |
| 30D | -2.2% | -35.1% | +32.9% | +8.3% |
| 3M | -1.9% | -37.7% | +35.9% | +9.4% |
| 6M | +41.0% | -30.7% | +71.8% | +50.7% |
| YTD | +55.6% | -31.9% | +87.5% | +66.9% |
| 1Y | +86.8% | -40.0% | +126.8% | +108.6% |
| All | +277.4% | +27.3% | +250.0% | +248.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling