+115.3%
ADI vs DINO
+98.1%
+17.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +2.6% | +2.0% | +0.7% | +2.2% |
| 30D | -4.6% | +27.7% | -32.3% | -10.1% |
| 3M | -9.5% | +56.3% | -65.8% | -19.2% |
| 6M | +14.8% | +107.6% | -92.7% | -6.1% |
| YTD | +35.8% | +140.2% | -104.4% | +4.2% |
| 1Y | +48.9% | +113.0% | -64.0% | +18.8% |
| All | +115.3% | +98.1% | +17.2% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling