+269.9%
DINO vs SOXQ
+290.2%
-20.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | +2.0% | +5.2% | -3.3% | +0.9% |
| 30D | +27.7% | -0.5% | +28.2% | +27.7% |
| 3M | +56.3% | -5.6% | +61.9% | +56.1% |
| 6M | +107.6% | +53.0% | +54.5% | +81.8% |
| YTD | +140.2% | +68.8% | +71.4% | +103.6% |
| 1Y | +113.0% | +105.7% | +7.2% | +69.6% |
| 3Y | +100.1% | +240.5% | -140.4% | +33.0% |
| 5Y | +328.7% | +266.8% | +62.0% | +166.6% |
| All | +269.9% | +290.2% | -20.3% | +133.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling