+1,274.6%
SMTC vs DKS
+5,981.0%
-4,706.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -4.9% | +14.8% | +11.5% |
| 7D | +22.9% | -0.4% | +23.4% | +22.8% |
| 30D | +16.6% | -36.6% | +53.3% | +30.8% |
| 3M | +2.4% | -37.6% | +40.0% | +14.6% |
| 6M | +98.3% | -32.1% | +130.3% | +114.8% |
| YTD | +120.7% | -32.3% | +153.0% | +138.7% |
| 1Y | +168.3% | -39.5% | +207.7% | +200.1% |
| 3Y | +571.7% | +27.7% | +544.0% | +484.4% |
| 5Y | +114.0% | +15.0% | +99.0% | +82.6% |
| 10Y | +497.0% | +192.6% | +304.4% | +235.1% |
| All | +1,274.6% | +5,981.0% | -4,706.3% | +202.5% |
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