+78.6%
AEP vs DINO
+98.1%
-19.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +0.9% | +2.0% | -1.1% | +0.9% |
| 30D | +1.5% | +27.7% | -26.2% | +1.0% |
| 3M | -1.7% | +56.3% | -58.0% | -2.7% |
| 6M | -4.0% | +107.6% | -111.6% | -5.8% |
| YTD | +10.6% | +140.2% | -129.6% | +8.0% |
| 1Y | +18.6% | +113.0% | -94.4% | +16.3% |
| All | +78.6% | +98.1% | -19.6% | +72.3% |
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