+1,770.3%
SMCI vs DINO
+492.4%
+1,277.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | +2.3% | -1.0% | +0.7% |
| 30D | +6.6% | +22.6% | -16.0% | +1.4% |
| 3M | +25.4% | +55.2% | -29.8% | +12.1% |
| 6M | +26.1% | +93.8% | -67.6% | +5.8% |
| YTD | +37.0% | +139.5% | -102.5% | +8.2% |
| 1Y | -8.8% | +115.3% | -124.1% | -26.0% |
| 3Y | +44.6% | +98.8% | -54.2% | +16.9% |
| 5Y | +995.9% | +333.5% | +662.4% | +628.3% |
| All | +1,770.3% | +492.4% | +1,277.9% | +997.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 10y: compounded portfolio wealth divided by compounded DINO 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…
10y analysis · Full analysis span regression · 6 months rolling