+32,355.3%
AVGO vs DINO
+1,879.5%
+30,475.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +2.4% |
| 7D | -0.3% | +4.2% | -4.5% | -1.1% |
| 30D | -13.8% | +33.9% | -47.7% | -19.1% |
| 3M | -6.9% | +50.5% | -57.5% | -15.1% |
| 6M | +11.9% | +95.2% | -83.2% | -3.8% |
| YTD | +6.9% | +140.6% | -133.7% | -12.8% |
| 1Y | +7.4% | +119.0% | -111.5% | -10.8% |
| 3Y | +345.6% | +100.4% | +245.2% | +268.6% |
| 5Y | +718.9% | +324.6% | +394.3% | +455.4% |
| 10Y | +2,755.4% | +485.3% | +2,270.1% | +1,501.6% |
| All | +32,355.3% | +1,879.5% | +30,475.8% | +12,519.6% |
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