+153.8%
B vs DINO
+313.0%
-159.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.8% | -4.2% | -1.6% |
| 7D | +2.3% | +4.2% | -1.9% | +2.1% |
| 30D | +1.4% | +33.9% | -32.5% | -0.3% |
| 3M | +12.2% | +50.5% | -38.4% | +9.2% |
| 6M | -2.1% | +95.2% | -97.3% | -7.1% |
| YTD | +2.9% | +140.6% | -137.6% | -4.7% |
| 1Y | +55.3% | +119.0% | -63.7% | +45.2% |
| 3Y | +198.7% | +100.4% | +98.3% | +178.2% |
| 5Y | +153.8% | +324.6% | -170.8% | +120.4% |
| All | +153.8% | +313.0% | -159.2% | +120.4% |
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