+980.0%
SMCI vs DINO
+326.7%
+653.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | +2.3% | -1.0% | +0.6% |
| 30D | +6.6% | +22.6% | -16.0% | +0.4% |
| 3M | +25.4% | +55.2% | -29.8% | +9.8% |
| 6M | +26.1% | +93.8% | -67.6% | +1.8% |
| YTD | +37.0% | +139.5% | -102.5% | +2.3% |
| 1Y | -8.8% | +115.3% | -124.1% | -29.5% |
| 3Y | +44.6% | +98.8% | -54.2% | +8.7% |
| All | +980.0% | +326.7% | +653.3% | +565.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling