+1,537.1%
SOXX vs DINO
+492.4%
+1,044.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | +2.3% | -0.9% | +0.9% |
| 30D | -3.6% | +22.6% | -26.2% | -8.0% |
| 3M | -10.2% | +55.2% | -65.4% | -19.0% |
| 6M | +54.2% | +93.8% | -39.5% | +31.4% |
| YTD | +75.2% | +139.5% | -64.3% | +40.9% |
| 1Y | +107.5% | +115.3% | -7.8% | +70.9% |
| 3Y | +226.8% | +98.8% | +128.0% | +166.8% |
| 5Y | +251.2% | +333.5% | -82.3% | +134.1% |
| All | +1,537.1% | +492.4% | +1,044.7% | +986.3% |
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