+1,644.1%
THC vs DKS
+226.4%
+1,417.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.4% |
| 7D | +1.0% | +6.3% | -5.4% | -1.5% |
| 30D | +5.3% | +9.3% | -4.0% | +1.5% |
| 3M | +7.1% | -25.3% | +32.4% | +16.0% |
| 6M | +46.0% | -29.2% | +75.2% | +60.5% |
| YTD | +43.9% | -22.7% | +66.7% | +51.6% |
| 1Y | +45.4% | -30.1% | +75.6% | +58.8% |
| 3Y | +421.3% | +45.6% | +375.7% | +283.5% |
| 5Y | +261.5% | +28.5% | +233.0% | +158.0% |
| All | +1,644.1% | +226.4% | +1,417.7% | +485.6% |
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