-43.5%
ALB vs DINO
+328.8%
-372.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.1% | +1.6% |
| 7D | -4.4% | +4.2% | -8.6% | -5.7% |
| 30D | -1.2% | +33.9% | -35.0% | -10.7% |
| 3M | -13.3% | +50.5% | -63.9% | -25.4% |
| 6M | -19.8% | +95.2% | -114.9% | -37.6% |
| YTD | -7.9% | +140.6% | -148.5% | -34.5% |
| 1Y | +60.2% | +119.0% | -58.8% | +17.8% |
| 3Y | -26.4% | +100.4% | -126.8% | -47.6% |
| All | -43.5% | +328.8% | -372.4% | -68.7% |
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