+73.1%
BAC vs DINO
+328.2%
-255.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +0.6% | +2.0% | -1.3% | +0.1% |
| 30D | -1.4% | +27.7% | -29.0% | -7.4% |
| 3M | +15.7% | +56.3% | -40.5% | +2.7% |
| 6M | +32.2% | +107.6% | -75.4% | +7.7% |
| YTD | +15.8% | +140.2% | -124.4% | -10.2% |
| 1Y | +27.3% | +113.0% | -85.7% | +1.9% |
| 3Y | +137.5% | +100.1% | +37.4% | +86.0% |
| 5Y | +73.1% | +328.7% | -255.7% | +3.9% |
| All | +73.1% | +328.2% | -255.1% | +3.9% |
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 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