+477.7%
ASX vs DINO
+313.0%
+164.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.8% | +3.3% | +5.5% |
| 7D | +6.3% | +4.2% | +2.1% | +5.5% |
| 30D | +6.4% | +33.9% | -27.4% | +0.2% |
| 3M | +13.1% | +50.5% | -37.4% | +3.7% |
| 6M | +90.3% | +95.2% | -4.9% | +63.8% |
| YTD | +149.6% | +140.6% | +9.1% | +103.0% |
| 1Y | +249.2% | +119.0% | +130.2% | +189.9% |
| 3Y | +445.9% | +100.4% | +345.5% | +346.4% |
| 5Y | +477.7% | +324.6% | +153.1% | +277.9% |
| All | +477.7% | +313.0% | +164.7% | +277.9% |
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