+87.6%
SMH vs DINO
+116.3%
-28.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +0.3% | +2.3% | -2.0% | +0.4% |
| 30D | -2.8% | +22.6% | -25.4% | -2.1% |
| 3M | -6.7% | +55.2% | -61.9% | -5.1% |
| 6M | +41.8% | +93.8% | -52.0% | +44.1% |
| YTD | +57.9% | +139.5% | -81.6% | +54.4% |
| 1Y | +87.6% | +115.3% | -27.7% | +88.6% |
| All | +87.6% | +116.3% | -28.7% | +88.6% |
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