+85.9%
AXP vs DINO
+265.6%
-179.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.8% |
| 7D | -2.1% | +5.0% | -7.1% | -3.2% |
| 30D | +2.7% | -19.9% | +22.6% | +7.3% |
| 3M | -7.3% | +16.8% | -24.1% | -11.2% |
| 6M | +1.8% | +44.8% | -43.0% | -7.8% |
| YTD | -13.1% | +128.0% | -141.1% | -31.0% |
| 1Y | -13.7% | +95.0% | -108.7% | -28.6% |
| 3Y | +113.1% | +115.4% | -2.2% | +64.4% |
| 5Y | +85.9% | +252.6% | -166.6% | +23.8% |
| All | +85.9% | +265.6% | -179.6% | +23.8% |
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