+256.9%
BNY vs DINO
+326.7%
-69.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.3% | +2.3% | -3.6% | -1.8% |
| 30D | -0.2% | +22.6% | -22.8% | -4.2% |
| 3M | +14.9% | +55.2% | -40.3% | +4.8% |
| 6M | +40.0% | +93.8% | -53.8% | +21.0% |
| YTD | +42.0% | +139.5% | -97.5% | +16.3% |
| 1Y | +56.9% | +115.3% | -58.5% | +31.3% |
| 3Y | +289.9% | +98.8% | +191.1% | +221.9% |
| All | +256.9% | +326.7% | -69.8% | +131.3% |
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 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