+1,039.2%
THC vs DKS
+197.0%
+842.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.7% | +3.1% | +3.6% |
| 7D | +4.1% | -2.9% | +7.0% | +5.3% |
| 30D | +3.5% | -37.7% | +41.2% | +20.9% |
| 3M | +61.7% | -38.9% | +100.7% | +90.1% |
| 6M | +11.8% | -31.1% | +42.9% | +24.0% |
| YTD | +35.4% | -31.8% | +67.2% | +50.4% |
| 1Y | +37.0% | -38.0% | +75.1% | +56.5% |
| 3Y | +260.1% | +28.6% | +231.5% | +178.9% |
| 5Y | +262.6% | +12.5% | +250.1% | +173.4% |
| 10Y | +1,039.2% | +198.3% | +840.9% | +308.1% |
| All | +1,039.2% | +197.0% | +842.2% | +308.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling