+898.2%
BAX vs DINO
+18,239.4%
-17,341.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +3.6% | -12.9% | +16.5% | +5.1% |
| 30D | +8.5% | -18.6% | +27.1% | +10.7% |
| 3M | -4.9% | +16.6% | -21.5% | -6.8% |
| 6M | +47.0% | +38.2% | +8.8% | +41.1% |
| YTD | +38.4% | +119.3% | -80.9% | +25.7% |
| 1Y | +49.1% | +84.3% | -35.1% | +38.0% |
| 3Y | -14.9% | +107.1% | -122.0% | -23.1% |
| 5Y | -63.1% | +249.9% | -313.1% | -69.0% |
| 10Y | -35.6% | +428.8% | -464.4% | -50.8% |
| All | +898.2% | +18,239.4% | -17,341.1% | +407.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling