+1,690.2%
BMY vs DINO
+20,012.7%
-18,322.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -5.9% | -3.5% |
| 7D | -3.3% | +4.2% | -7.5% | -3.7% |
| 30D | 0.0% | +33.9% | -33.9% | -3.1% |
| 3M | +17.7% | +50.5% | -32.8% | +12.7% |
| 6M | +9.6% | +95.2% | -85.5% | +1.8% |
| YTD | +24.0% | +140.6% | -116.6% | +12.5% |
| 1Y | +45.1% | +119.0% | -73.8% | +32.7% |
| 3Y | +22.5% | +100.4% | -77.9% | +11.7% |
| 5Y | +22.3% | +324.6% | -302.3% | +0.8% |
| 10Y | +62.0% | +485.3% | -423.3% | +21.7% |
| All | +1,690.2% | +20,012.7% | -18,322.5% | +769.3% |
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