+44.9%
THC vs DKS
+6,836.7%
-6,791.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +0.2% | +1.3% | -1.1% | -0.3% |
| 30D | +9.0% | +8.9% | +0.1% | +5.6% |
| 3M | +12.9% | -26.4% | +39.3% | +22.2% |
| 6M | +52.8% | -31.1% | +83.9% | +68.4% |
| YTD | +47.4% | -22.8% | +70.2% | +54.9% |
| 1Y | +47.7% | -29.5% | +77.2% | +59.8% |
| 3Y | +444.7% | +42.8% | +401.9% | +325.8% |
| 5Y | +269.3% | +29.2% | +240.1% | +181.5% |
| 10Y | +1,913.5% | +235.0% | +1,678.6% | +843.5% |
| All | +44.9% | +6,836.7% | -6,791.8% | -79.1% |
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 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