+28.9%
ALL vs DINO
+88.7%
-59.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | +0.2% |
| 7D | -2.6% | -2.7% | +0.2% | -2.4% |
| 30D | +12.7% | -17.2% | +29.9% | +14.1% |
| 3M | +0.4% | +18.9% | -18.5% | -0.5% |
| 6M | +23.8% | +40.6% | -16.8% | +20.9% |
| YTD | +27.8% | +125.9% | -98.1% | +19.2% |
| 1Y | +28.9% | +90.9% | -62.0% | +23.7% |
| All | +28.9% | +88.7% | -59.8% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling