+328.7%
DINO vs SMTC
+116.8%
+211.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | +2.0% | +22.5% | -20.5% | +0.2% |
| 30D | +27.7% | +24.9% | +2.8% | +25.0% |
| 3M | +56.3% | +4.1% | +52.2% | +54.2% |
| 6M | +107.6% | +92.6% | +15.0% | +91.6% |
| YTD | +140.2% | +122.5% | +17.7% | +117.7% |
| 1Y | +113.0% | +166.2% | -53.2% | +88.1% |
| 3Y | +100.1% | +577.2% | -477.1% | +45.3% |
| 5Y | +328.7% | +119.0% | +209.8% | +262.1% |
| All | +328.7% | +116.8% | +211.9% | +262.1% |
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