+868.6%
SMTC vs DKS
+6,842.3%
-5,973.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.8% | -6.8% | -4.9% |
| 7D | +11.0% | +6.3% | +4.7% | +9.0% |
| 30D | -28.5% | +9.3% | -37.8% | -31.1% |
| 3M | -14.2% | -25.3% | +11.1% | -9.7% |
| 6M | -18.0% | -29.2% | +11.2% | -12.9% |
| YTD | +55.5% | -22.7% | +78.2% | +59.5% |
| 1Y | +69.5% | -30.1% | +99.6% | +79.3% |
| 3Y | +699.7% | +45.6% | +654.0% | +558.2% |
| 5Y | +27.4% | +28.5% | -1.1% | +4.2% |
| 10Y | +335.7% | +235.2% | +100.5% | +131.8% |
| All | +868.6% | +6,842.3% | -5,973.6% | +102.0% |
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