+1,817.6%
SMH vs DINO
+492.4%
+1,325.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | +0.3% | +2.3% | -2.0% | -0.2% |
| 30D | -2.8% | +22.6% | -25.4% | -7.0% |
| 3M | -6.7% | +55.2% | -61.9% | -15.5% |
| 6M | +41.8% | +93.8% | -52.0% | +21.7% |
| YTD | +57.9% | +139.5% | -81.6% | +28.3% |
| 1Y | +87.6% | +115.3% | -27.7% | +55.9% |
| 3Y | +282.9% | +98.8% | +184.1% | +215.4% |
| 5Y | +330.4% | +333.5% | -3.1% | +190.6% |
| All | +1,817.6% | +492.4% | +1,325.2% | +1,198.0% |
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