+141.1%
BP vs DINO
+328.2%
-187.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +1.9% | +1.8% |
| 7D | +4.0% | +2.0% | +2.0% | +3.2% |
| 30D | +7.8% | +27.7% | -19.8% | -2.1% |
| 3M | +8.4% | +56.3% | -47.9% | -9.4% |
| 6M | +15.1% | +107.6% | -92.5% | -14.1% |
| YTD | +36.4% | +140.2% | -103.8% | -4.9% |
| 1Y | +40.9% | +113.0% | -72.1% | +2.8% |
| 3Y | +38.8% | +100.1% | -61.2% | -0.3% |
| 5Y | +141.1% | +328.7% | -187.7% | +20.6% |
| All | +141.1% | +328.2% | -187.1% | +20.6% |
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