+30,513.3%
AVGO vs DINO
+1,777.2%
+28,736.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +18.2% | +5.7% | +12.5% | +16.9% |
| 30D | +0.2% | -19.6% | +19.8% | +4.7% |
| 3M | -16.8% | +11.8% | -28.6% | -19.1% |
| 6M | -16.5% | +49.0% | -65.4% | -23.9% |
| YTD | +0.8% | +128.1% | -127.3% | -17.2% |
| 1Y | +2.8% | +96.3% | -93.5% | -12.8% |
| 3Y | +278.5% | +113.8% | +164.8% | +208.0% |
| 5Y | +573.1% | +252.7% | +320.4% | +374.5% |
| 10Y | +2,598.7% | +451.4% | +2,147.3% | +1,437.9% |
| All | +30,513.3% | +1,777.2% | +28,736.1% | +11,885.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling