+261.2%
THC vs DKS
+33.7%
+227.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -0.7% | +3.0% | -3.7% | -1.3% |
| 30D | +1.3% | -30.5% | +31.8% | +8.4% |
| 3M | +64.2% | -35.7% | +99.9% | +79.2% |
| 6M | +8.3% | -29.7% | +38.0% | +14.8% |
| YTD | +33.4% | -28.9% | +62.2% | +40.9% |
| 1Y | +37.7% | -35.9% | +73.5% | +48.4% |
| All | +261.2% | +33.7% | +227.5% | +160.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling