-100.0%
SOXS vs DINO
+97.6%
-197.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.5% |
| 7D | -4.7% | +2.3% | -7.1% | -3.3% |
| 30D | +7.7% | +22.6% | -14.9% | +22.0% |
| 3M | -10.2% | +55.2% | -65.4% | +18.2% |
| 6M | -99.2% | +93.8% | -193.0% | -99.1% |
| YTD | -99.5% | +139.5% | -239.0% | -99.3% |
| 1Y | -99.8% | +115.3% | -215.1% | -99.7% |
| 3Y | -100.0% | +98.8% | -198.8% | -100.0% |
| All | -100.0% | +97.6% | -197.6% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling