+6,589.5%
SMH vs DKS
+5,981.0%
+608.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +2.5% |
| 7D | +5.2% | -0.4% | +5.7% | +5.3% |
| 30D | -1.5% | -36.6% | +35.1% | +9.3% |
| 3M | -4.1% | -37.6% | +33.5% | +6.5% |
| 6M | +50.8% | -32.1% | +82.8% | +62.8% |
| YTD | +59.3% | -32.3% | +91.6% | +72.0% |
| 1Y | +94.1% | -39.5% | +133.6% | +115.6% |
| 3Y | +286.7% | +27.7% | +259.1% | +238.5% |
| 5Y | +339.4% | +15.0% | +324.4% | +279.2% |
| 10Y | +1,803.3% | +192.6% | +1,610.7% | +1,012.2% |
| All | +6,589.5% | +5,981.0% | +608.5% | +1,623.0% |
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