+1.0%
BAX vs DINO
+112.8%
-111.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -5.4% | +1.5% | -6.9% | -5.4% |
| 30D | -12.4% | +25.9% | -38.3% | -12.6% |
| 3M | +19.1% | +53.2% | -34.1% | +18.7% |
| 6M | +38.6% | +105.5% | -66.8% | +33.5% |
| YTD | +26.7% | +139.2% | -112.5% | +15.2% |
| 1Y | +1.0% | +117.4% | -116.4% | -3.1% |
| All | +1.0% | +112.8% | -111.8% | -3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling