+2,502.1%
SOXX vs DINO
+11,508.7%
-9,006.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.6% |
| 7D | +3.0% | +1.5% | +1.6% | +2.7% |
| 30D | -3.1% | +25.9% | -29.1% | -8.6% |
| 3M | -4.4% | +53.2% | -57.6% | -14.6% |
| 6M | +52.9% | +105.5% | -52.6% | +26.2% |
| YTD | +72.0% | +139.2% | -67.2% | +35.5% |
| 1Y | +105.1% | +117.4% | -12.3% | +65.3% |
| 3Y | +220.6% | +99.3% | +121.3% | +158.5% |
| 5Y | +244.8% | +333.0% | -88.2% | +120.8% |
| 10Y | +1,537.1% | +486.9% | +1,050.3% | +761.2% |
| All | +2,502.1% | +11,508.7% | -9,006.6% | +314.9% |
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