+252.4%
DINO vs SMTC
+26.3%
+226.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.4% |
| 7D | +5.7% | +11.0% | -5.3% | +4.6% |
| 30D | -19.6% | -28.5% | +8.9% | -17.7% |
| 3M | +11.8% | -14.2% | +26.0% | +12.1% |
| 6M | +49.0% | -18.0% | +67.0% | +48.4% |
| YTD | +128.1% | +55.5% | +72.6% | +111.9% |
| 1Y | +96.3% | +69.5% | +26.8% | +80.2% |
| 3Y | +113.8% | +699.7% | -585.9% | +48.2% |
| All | +252.4% | +26.3% | +226.1% | +233.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling