-63.2%
BAX vs DINO
+250.3%
-313.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +3.6% | -12.9% | +16.5% | +4.9% |
| 30D | +8.5% | -18.6% | +27.1% | +10.5% |
| 3M | -4.9% | +16.6% | -21.5% | -7.0% |
| 6M | +47.0% | +38.2% | +8.8% | +40.6% |
| YTD | +38.4% | +119.3% | -80.9% | +23.7% |
| 1Y | +49.1% | +84.3% | -35.1% | +36.6% |
| 3Y | -14.9% | +107.1% | -122.0% | -26.3% |
| All | -63.2% | +250.3% | -313.4% | -66.7% |
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