+3,834.6%
ALL vs DINO
+15,787.2%
-11,952.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | +5.0% | +5.7% | -0.7% | +3.9% |
| 30D | +13.3% | -19.6% | +32.9% | +17.7% |
| 3M | +3.2% | +11.8% | -8.6% | +0.6% |
| 6M | +25.3% | +49.0% | -23.6% | +15.3% |
| YTD | +30.5% | +128.1% | -97.7% | +9.8% |
| 1Y | +29.2% | +96.3% | -67.1% | +11.8% |
| 3Y | +119.1% | +113.8% | +5.3% | +82.4% |
| 5Y | +162.6% | +252.7% | -90.1% | +92.6% |
| 10Y | +378.8% | +451.4% | -72.6% | +195.9% |
| All | +3,834.6% | +15,787.2% | -11,952.6% | +1,450.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling