+317.4%
DINO vs SOXQ
+258.1%
+59.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.3% |
| 7D | +2.3% | +0.8% | +1.5% | +2.1% |
| 30D | +22.6% | -4.6% | +27.2% | +23.7% |
| 3M | +55.2% | -10.2% | +65.4% | +57.1% |
| 6M | +93.8% | +49.7% | +44.1% | +70.4% |
| YTD | +139.5% | +67.2% | +72.3% | +103.1% |
| 1Y | +115.3% | +98.0% | +17.3% | +72.9% |
| 3Y | +98.8% | +237.2% | -138.4% | +31.7% |
| All | +317.4% | +258.1% | +59.3% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling