+99.7%
DINO vs SMTC
+560.5%
-460.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +10.0% | -7.2% | +2.2% |
| 7D | +4.2% | +22.9% | -18.8% | +3.1% |
| 30D | +33.9% | +16.6% | +17.2% | +32.5% |
| 3M | +50.5% | +2.4% | +48.1% | +49.4% |
| 6M | +95.2% | +98.3% | -3.1% | +85.1% |
| YTD | +140.6% | +120.7% | +19.9% | +126.0% |
| 1Y | +119.0% | +168.3% | -49.3% | +101.8% |
| All | +99.7% | +560.5% | -460.9% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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