+1,270.6%
SMH vs DINO
+41,349.8%
-40,079.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +4.3% | +2.0% | +2.4% | +3.9% |
| 30D | +0.9% | +27.7% | -26.8% | -4.2% |
| 3M | -2.8% | +56.3% | -59.1% | -11.9% |
| 6M | +45.6% | +107.6% | -61.9% | +23.9% |
| YTD | +59.5% | +140.2% | -80.7% | +30.8% |
| 1Y | +93.4% | +113.0% | -19.5% | +62.4% |
| 3Y | +287.1% | +100.1% | +187.0% | +223.2% |
| 5Y | +338.0% | +328.7% | +9.3% | +203.8% |
| 10Y | +1,876.8% | +489.2% | +1,387.6% | +1,079.1% |
| All | +1,270.6% | +41,349.8% | -40,079.2% | +450.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling