+18.0%
BLK vs DINO
+105.4%
-87.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -7.8% | +13.2% | +4.5% |
| 7D | +5.7% | -6.6% | +12.3% | +4.9% |
| 30D | +14.8% | -9.2% | +24.1% | +13.7% |
| 3M | +8.8% | +19.2% | -10.4% | +10.3% |
| 6M | +17.6% | +47.6% | -30.0% | +21.5% |
| YTD | +16.3% | +132.2% | -116.0% | +16.2% |
| 1Y | +18.0% | +102.0% | -84.0% | +20.9% |
| All | +18.0% | +105.4% | -87.4% | +20.9% |
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 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