+703.5%
AVGO vs DINO
+321.1%
+382.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -0.8% | +2.0% | -2.7% | -1.1% |
| 30D | -13.7% | +27.7% | -41.4% | -17.1% |
| 3M | -6.9% | +56.3% | -63.2% | -13.9% |
| 6M | +5.8% | +107.6% | -101.8% | -7.1% |
| YTD | +5.7% | +140.2% | -134.5% | -10.5% |
| 1Y | +9.0% | +113.0% | -104.0% | -5.6% |
| 3Y | +340.5% | +100.1% | +240.5% | +269.4% |
| All | +703.5% | +321.1% | +382.3% | +470.1% |
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