+415.3%
ASX vs DINO
+245.4%
+169.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.6% |
| 7D | -19.9% | -15.5% | -4.4% | -17.0% |
| 30D | -30.9% | -16.0% | -14.9% | -28.4% |
| 3M | -15.1% | +17.9% | -33.0% | -18.2% |
| 6M | -6.5% | +38.5% | -45.0% | -13.1% |
| YTD | +98.4% | +115.8% | -17.4% | +64.4% |
| 1Y | +107.9% | +87.1% | +20.7% | +78.4% |
| 3Y | +325.3% | +96.5% | +228.8% | +247.1% |
| All | +415.3% | +245.4% | +169.9% | +250.2% |
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 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