+45.0%
AAPL vs DINO
+116.3%
-71.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +3.8% | +2.3% | +1.5% | +3.8% |
| 30D | +9.9% | +22.6% | -12.7% | +9.6% |
| 3M | +12.5% | +55.2% | -42.7% | +12.2% |
| 6M | +27.6% | +93.8% | -66.1% | +26.6% |
| YTD | +22.6% | +139.5% | -117.0% | +19.3% |
| 1Y | +45.0% | +115.3% | -70.3% | +43.9% |
| All | +45.0% | +116.3% | -71.3% | +43.9% |
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 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