+195.3%
B vs DINO
+110.8%
+84.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.6% | +4.2% |
| 7D | +11.3% | -10.7% | +22.0% | +11.3% |
| 30D | +2.9% | -17.8% | +20.7% | +3.0% |
| 3M | -2.9% | +23.3% | -26.2% | -3.9% |
| 6M | -1.2% | +39.6% | -40.8% | -3.2% |
| YTD | -1.3% | +121.6% | -122.9% | -9.3% |
| 1Y | +30.4% | +88.2% | -57.8% | +23.1% |
| 3Y | +195.3% | +114.4% | +80.9% | +176.1% |
| All | +195.3% | +110.8% | +84.4% | +176.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling