+98.8%
DINO vs SOXQ
+232.9%
-134.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.2% |
| 7D | +2.3% | +0.8% | +1.5% | +2.2% |
| 30D | +22.6% | -4.6% | +27.2% | +23.5% |
| 3M | +55.2% | -10.2% | +65.4% | +56.6% |
| 6M | +93.8% | +49.7% | +44.1% | +72.5% |
| YTD | +139.5% | +67.2% | +72.3% | +105.7% |
| 1Y | +115.3% | +98.0% | +17.3% | +75.0% |
| 3Y | +98.8% | +237.2% | -138.4% | +31.7% |
| All | +98.8% | +232.9% | -134.1% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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