+133.5%
ASML vs DINO
+110.3%
+23.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | -2.9% | -12.9% | +10.0% | -0.9% |
| 30D | -15.2% | -18.6% | +3.4% | -12.8% |
| 3M | -12.9% | +16.6% | -29.5% | -15.3% |
| 6M | -5.0% | +38.2% | -43.2% | -10.3% |
| YTD | +41.8% | +119.3% | -77.5% | +18.1% |
| 1Y | +46.0% | +84.3% | -38.2% | +28.1% |
| 3Y | +133.5% | +107.1% | +26.3% | +86.7% |
| All | +133.5% | +110.3% | +23.2% | +86.7% |
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 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