+39.3%
ASML vs DINO
+87.5%
-48.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +5.0% |
| 7D | -9.0% | -15.5% | +6.5% | -10.8% |
| 30D | -21.0% | -16.0% | -5.0% | -22.3% |
| 3M | -16.3% | +17.9% | -34.2% | -12.9% |
| 6M | -7.5% | +38.5% | -46.0% | +0.2% |
| YTD | +34.0% | +115.8% | -81.8% | +49.4% |
| 1Y | +39.3% | +87.1% | -47.8% | +56.2% |
| All | +39.3% | +87.5% | -48.2% | +56.2% |
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 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