+133.9%
ASML vs DINO
+115.3%
+18.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +4.9% | +5.7% | -0.7% | +4.1% |
| 30D | -9.3% | -19.6% | +10.3% | -6.6% |
| 3M | -19.0% | +11.8% | -30.8% | -20.7% |
| 6M | -5.2% | +49.0% | -54.2% | -11.5% |
| YTD | +40.6% | +128.1% | -87.5% | +16.4% |
| 1Y | +47.5% | +96.3% | -48.8% | +27.6% |
| 3Y | +133.9% | +113.8% | +20.1% | +85.8% |
| All | +133.9% | +115.3% | +18.6% | +85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling