+12.4%
AA vs DINO
+328.2%
-315.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -0.6% | +2.0% | -2.6% | -1.4% |
| 30D | -1.6% | +27.7% | -29.2% | -11.8% |
| 3M | -29.8% | +56.3% | -86.1% | -43.2% |
| 6M | -16.6% | +107.6% | -124.2% | -41.6% |
| YTD | -4.0% | +140.2% | -144.2% | -38.5% |
| 1Y | +63.5% | +113.0% | -49.5% | +10.8% |
| 3Y | +86.8% | +100.1% | -13.3% | +23.9% |
| 5Y | +12.4% | +328.7% | -316.4% | -46.5% |
| All | +12.4% | +328.2% | -315.8% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling