+875.9%
BAX vs DINO
+19,474.2%
-18,598.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -1.1% | +5.7% | -6.9% | -1.7% |
| 30D | -5.5% | +27.8% | -33.3% | -8.0% |
| 3M | +33.5% | +45.6% | -12.1% | +27.9% |
| 6M | +35.9% | +88.5% | -52.6% | +26.1% |
| YTD | +35.4% | +134.1% | -98.8% | +22.4% |
| 1Y | +9.8% | +111.1% | -101.4% | +0.3% |
| 3Y | -32.7% | +109.1% | -141.8% | -39.1% |
| 5Y | -65.6% | +307.2% | -372.7% | -71.4% |
| 10Y | -34.9% | +495.9% | -530.8% | -50.9% |
| All | +875.9% | +19,474.2% | -18,598.3% | +394.7% |
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 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