+33.9%
AAPL vs DINO
+111.1%
-77.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.5% |
| 7D | +0.1% | +5.7% | -5.6% | 0.0% |
| 30D | +3.0% | +27.8% | -24.8% | +2.6% |
| 3M | +2.9% | +45.6% | -42.7% | +2.6% |
| 6M | +22.1% | +88.5% | -66.4% | +20.7% |
| YTD | +18.0% | +134.1% | -116.1% | +14.2% |
| 1Y | +33.9% | +111.1% | -77.2% | +31.5% |
| All | +33.9% | +111.1% | -77.1% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling