+82.7%
ASML vs DINO
+250.9%
-168.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +4.9% | +5.7% | -0.7% | +3.9% |
| 30D | -9.3% | -19.6% | +10.3% | -5.9% |
| 3M | -19.0% | +11.8% | -30.8% | -21.0% |
| 6M | -5.2% | +49.0% | -54.2% | -12.6% |
| YTD | +40.6% | +128.1% | -87.5% | +16.2% |
| 1Y | +47.5% | +96.3% | -48.8% | +26.4% |
| 3Y | +133.9% | +113.8% | +20.1% | +89.4% |
| All | +82.7% | +250.9% | -168.3% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling