-22.1%
BA vs DINO
+245.4%
-267.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +1.1% | -15.5% | +16.6% | +4.3% |
| 30D | -7.9% | -16.0% | +8.0% | -4.8% |
| 3M | -25.3% | +17.9% | -43.2% | -27.9% |
| 6M | -24.6% | +38.5% | -63.1% | -30.2% |
| YTD | -20.1% | +115.8% | -136.0% | -34.7% |
| 1Y | -11.8% | +87.1% | -98.9% | -25.1% |
| 3Y | -10.1% | +96.5% | -106.6% | -27.9% |
| All | -22.1% | +245.4% | -267.5% | -49.7% |
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