+6,524.1%
AXP vs DINO
+17,946.0%
-11,421.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | +0.6% | -15.5% | +16.1% | +4.8% |
| 30D | +5.8% | -16.0% | +21.8% | +10.2% |
| 3M | -6.0% | +17.9% | -23.9% | -10.8% |
| 6M | +0.3% | +38.5% | -38.2% | -9.3% |
| YTD | -12.3% | +115.8% | -128.1% | -30.3% |
| 1Y | -11.2% | +87.1% | -98.4% | -26.9% |
| 3Y | +117.0% | +96.5% | +20.5% | +73.0% |
| 5Y | +93.2% | +249.9% | -156.7% | +27.3% |
| 10Y | +461.2% | +472.9% | -11.7% | +203.2% |
| All | +6,524.1% | +17,946.0% | -11,421.9% | +1,730.9% |
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