+117.0%
AXP vs DINO
+307.7%
-190.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -2.1% | +5.7% | -7.8% | -3.4% |
| 30D | -6.5% | +27.8% | -34.4% | -11.8% |
| 3M | +4.6% | +45.6% | -41.0% | -4.6% |
| 6M | +5.4% | +88.5% | -83.0% | -10.7% |
| YTD | -11.1% | +134.1% | -145.2% | -29.5% |
| 1Y | -0.3% | +111.1% | -111.4% | -18.9% |
| 3Y | +111.6% | +109.1% | +2.5% | +65.1% |
| All | +117.0% | +307.7% | -190.7% | +36.4% |
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 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