-4.6%
BA vs DINO
+107.5%
-112.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | +1.2% | +5.7% | -4.6% | +0.4% |
| 30D | -11.6% | +27.8% | -39.5% | -14.4% |
| 3M | -2.4% | +45.6% | -48.0% | -7.7% |
| 6M | -6.6% | +88.5% | -95.1% | -16.8% |
| YTD | -2.2% | +134.1% | -136.4% | -18.0% |
| 1Y | -8.0% | +111.1% | -119.1% | -21.0% |
| All | -4.6% | +107.5% | -112.2% | -26.9% |
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 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