+299.9%
AEM vs DINO
+319.5%
-19.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.9% |
| 7D | -5.0% | +1.5% | -6.5% | -5.1% |
| 30D | +8.5% | +25.9% | -17.5% | +7.7% |
| 3M | +29.3% | +53.2% | -23.9% | +27.2% |
| 6M | -12.9% | +105.5% | -118.4% | -16.2% |
| YTD | +16.8% | +139.2% | -122.5% | +10.7% |
| 1Y | +29.8% | +117.4% | -87.5% | +24.0% |
| 3Y | +336.7% | +99.3% | +237.4% | +320.5% |
| 5Y | +299.9% | +333.0% | -33.1% | +257.8% |
| All | +299.9% | +319.5% | -19.6% | +257.8% |
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