-24.5%
ADSK vs DINO
+326.7%
-351.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.5% | +2.3% | -4.8% | -2.9% |
| 30D | -14.9% | +22.6% | -37.5% | -17.7% |
| 3M | +3.3% | +55.2% | -51.9% | -4.2% |
| 6M | -15.7% | +93.8% | -109.4% | -25.0% |
| YTD | -28.2% | +139.5% | -167.8% | -39.0% |
| 1Y | -34.5% | +115.3% | -149.9% | -43.3% |
| 3Y | -2.9% | +98.8% | -101.7% | -17.4% |
| All | -24.5% | +326.7% | -351.2% | -41.8% |
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