-32.0%
BAX vs DINO
+106.4%
-138.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.5% | -4.2% |
| 7D | -2.4% | +4.2% | -6.6% | -3.0% |
| 30D | -9.7% | +33.9% | -43.6% | -13.8% |
| 3M | +29.3% | +50.5% | -21.3% | +20.9% |
| 6M | +40.7% | +95.2% | -54.5% | +24.4% |
| YTD | +30.3% | +140.6% | -110.3% | +9.1% |
| 1Y | +3.4% | +119.0% | -115.6% | -11.5% |
| 3Y | -32.0% | +100.4% | -132.4% | -47.5% |
| All | -32.0% | +106.4% | -138.5% | -47.5% |
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