-62.5%
ALB vs DINO
+260.8%
-323.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | +0.1% |
| 7D | +1.1% | -2.7% | +3.8% | +1.8% |
| 30D | -2.6% | -17.2% | +14.7% | +2.7% |
| 3M | -25.6% | +18.9% | -44.5% | -31.2% |
| 6M | -54.0% | +40.6% | -94.6% | -60.3% |
| YTD | -31.6% | +125.9% | -157.5% | -51.4% |
| 1Y | -6.6% | +90.9% | -97.5% | -29.2% |
| 3Y | -14.0% | +113.4% | -127.4% | -41.2% |
| 5Y | -62.5% | +258.3% | -320.9% | -79.2% |
| All | -62.5% | +260.8% | -323.3% | -79.2% |
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 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