+96.2%
SMH vs DINO
+111.1%
-14.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.6% |
| 7D | +2.5% | +5.7% | -3.2% | +2.7% |
| 30D | -0.5% | +27.8% | -28.3% | +0.5% |
| 3M | -9.6% | +45.6% | -55.3% | -8.1% |
| 6M | +42.1% | +88.5% | -46.4% | +44.5% |
| YTD | +57.4% | +134.1% | -76.7% | +54.5% |
| 1Y | +96.2% | +111.1% | -14.9% | +97.5% |
| All | +96.2% | +111.1% | -14.8% | +97.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling