-16.2%
BA vs DINO
+115.3%
-131.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -1.1% | +5.7% | -6.8% | -1.8% |
| 30D | -7.1% | -19.6% | +12.4% | -4.4% |
| 3M | -25.5% | +11.8% | -37.3% | -26.6% |
| 6M | -28.7% | +49.0% | -77.7% | -33.0% |
| YTD | -21.0% | +128.1% | -149.1% | -33.7% |
| 1Y | -11.9% | +96.3% | -108.2% | -23.0% |
| 3Y | -16.2% | +113.8% | -129.9% | -34.5% |
| All | -16.2% | +115.3% | -131.4% | -34.5% |
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