+448.8%
THC vs DKS
+39.9%
+408.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.9% | -2.9% | +0.9% |
| 7D | +7.5% | +3.8% | +3.6% | +6.6% |
| 30D | +9.6% | +8.1% | +1.5% | +7.6% |
| 3M | +10.3% | -28.6% | +38.9% | +17.1% |
| 6M | +51.8% | -33.6% | +85.4% | +63.6% |
| YTD | +45.4% | -23.8% | +69.2% | +50.9% |
| 1Y | +40.8% | -30.7% | +71.5% | +49.2% |
| 3Y | +448.8% | +41.5% | +407.3% | +281.5% |
| All | +448.8% | +39.9% | +408.9% | +281.5% |
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 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